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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 29 SAWYER RD. · WALTHAM, MA 02453 | Advisory (Plan) | $25,151 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,488 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,554 | $59,456-60.4% | $93,681-74.9% | $74,400-68.3% |
| Participation rate | 36.3% | 59.6%-23.4pp | 68.7%-32.4pp | 67.2%-30.9pp |
| Annual return | 14.94% | 82.00%-67.1pp | 133.47%-118.5pp | 1367.51%-1352.6pp |
| Employer contribution / active EE | $343 | $1,266-72.9% | $2,422-85.8% | $2,624-86.9% |
| Participant deferral / active EE | $1,024 | $3,052-66.4% | $4,415-76.8% | $4,348-76.4% |
| Admin fee / account holder | $302 | $3,026-90.0% | $8,290-96.4% | $1,944-84.4% |