Filed August 4, 2025 (most recent of 17 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS FINANCIAL SERVICES Service code 28 500 BOYLSTON STREET · BOSTON, MA 02116 | Investment Management | $1,069,363 |
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $960,992 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $584,392 |
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 | $63,989 | $126,925-49.6% | $74,184-13.7% | $329,111-80.6% |
| Participation rate | 92.4% | 87.5%+4.9pp | 76.6%+15.8pp | 67.9%+24.6pp |
| Annual return | 9.35% | 10.67%-1.3pp | 17.74%-8.4pp | 16.35%-7.0pp |
| Employer contribution / active EE | $4,839 | $3,536+36.8% | $2,370+104.2% | $2,303+110.1% |
| Participant deferral / active EE | $0 | $6,619-100.0% | $3,550-100.0% | $3,682-100.0% |
| Admin fee / account holder | $98 | $64+54.5% | $5,586-98.2% | $754-87.0% |