Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
92
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BSI INSURANCE AGENCY, INC..
Plan sponsor
Name
BSI INSURANCE AGENCY, INC.
EIN
04-3323566
Address
36 WASHINGTON STREET SUITE 80 · WELLESLEY HILLS, MA · 02481
Phone
(781) 237-3776
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all