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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 29 SAWYER RD. · WALTHAM, MA 02453 | Advisory (Plan) | $9,054 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,036 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,729 | $58,888+9.9% | $178,498-63.7% | $73,493-11.9% |
| Participation rate | 74.8% | 66.2%+8.5pp | 81.9%-7.2pp | 70.7%+4.1pp |
| Annual return | 11.34% | 24.86%-13.5pp | 151.09%-139.8pp | 28.51%-17.2pp |
| Employer contribution / active EE | $1,445 | $2,236-35.4% | $5,011-71.2% | $2,270-36.3% |
| Participant deferral / active EE | $4,060 | $2,568+58.1% | $5,202-22.0% | $3,740+8.5% |
| Admin fee / account holder | $108 | $400-72.9% | $13,985-99.2% | $513-78.9% |