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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 | $75,058+66.0% | $152,301-18.2% | $64,340+93.7% |
| Participation rate | 96.2% | 60.9%+35.3pp | 82.4%+13.8pp | 55.2%+41.0pp |
| Annual return | 19.62% | 29.93%-10.3pp | 80.50%-60.9pp | 24.14%-4.5pp |
| Employer contribution / active EE | $13,572 | $2,605+421.1% | $4,624+193.5% | $1,862+629.1% |
| Participant deferral / active EE | $26,502 | $5,041+425.7% | $8,004+231.1% | $2,980+789.2% |
| Admin fee / account holder | $613 | $4,050-84.9% | $14,398-95.7% | $3,703-83.4% |