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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 29 SAWYER RD., ONE · WALTHAM, MA 02453 | Advisory (Plan) | $28,652 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,833 | $93,010+42.8% | $96,538+37.6% | $74,473+78.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 25.10% | 37.50%-12.4pp | 35.74%-10.6pp | 34.36%-9.3pp |
| Employer contribution / active EE | $2,131 | $3,427-37.8% | $3,740-43.0% | $2,638-19.2% |
| Participant deferral / active EE | $4,505 | $3,971+13.5% | $4,880-7.7% | $4,530-0.6% |
| Admin fee / account holder | $70 | $633-88.9% | $6,737-99.0% | $347-79.8% |