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 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $65,122 | $79,480-18.1% | $108,582-40.0% | $329,111-80.2% |
| Participation rate | 92.4% | 72.0%+20.4pp | 79.6%+12.9pp | 67.9%+24.6pp |
| Annual return | 9.34% | 18.07%-8.7pp | -51.70%+61.0pp | 16.35%-7.0pp |
| Employer contribution / active EE | $6,015 | $2,317+159.6% | $3,758+60.0% | $2,303+161.1% |
| Participant deferral / active EE | $0 | $3,243-100.0% | $4,311-100.0% | $3,682-100.0% |
| Admin fee / account holder | $106 | $68+56.1% | $7,645-98.6% | $754-86.0% |