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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 29 SAWYER RD., ONE · WALTHAM, MA 02453 | Advisory (Plan) | $23,214 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,732 | $106,236+9.9% | $112,263+4.0% | $64,824+80.1% |
| Participation rate | 99.7% | 71.7%+28.0pp | 75.1%+24.6pp | 71.5%+28.2pp |
| Annual return | 27.47% | -6.02%+33.5pp | 27.49%0pp | 32.84%-5.4pp |
| Employer contribution / active EE | $1,896 | $3,167-40.1% | $3,636-47.9% | $2,507-24.4% |
| Participant deferral / active EE | $3,953 | $3,786+4.4% | $4,729-16.4% | $4,311-8.3% |
| Admin fee / account holder | $66 | $452-85.4% | $6,410-99.0% | $188-64.9% |