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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 200 5TH AVENUE, SUITE 4010 · WALTHAM, MA 02451 | Advisory (Plan) | $62,207 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $42,400 |
Filed as: ONE DIGITAL INVESTMENTS ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $18,688 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,612 | $88,360+41.0% | $145,433-14.3% | $67,986+83.3% |
| Participation rate | 96.2% | 65.5%+30.7pp | 82.1%+14.1pp | 57.2%+39.0pp |
| Annual return | 19.62% | 63.15%-43.5pp | 66.58%-47.0pp | 31.67%-12.0pp |
| Employer contribution / active EE | $13,572 | $3,054+344.4% | $4,554+198.0% | $2,019+572.3% |
| Participant deferral / active EE | $26,502 | $5,932+346.8% | $7,897+235.6% | $3,358+689.2% |
| Admin fee / account holder | $613 | $3,313-81.5% | $13,129-95.3% | $3,203-80.9% |