Filed December 17, 2021 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
OLD PORT ADVISORS3 years Service code 16 · EIN 01-0488404 | Consulting | $20,000 |
UNIVERSITY OF NEW ENGLAND2 years Service code 16 · EIN 01-0211810 | Consulting | $20,000 |
FID INV INST OPS CO7+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$159,923 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,621 | $120,057+3.0% | $75,728+63.2% | $93,010+32.9% |
| Participation rate | 81.3% | 77.3%+4.0pp | 74.8%+6.5pp | 73.9%+7.4pp |
| Annual return | 13.88% | 19.62%-5.7pp | 104.66%-90.8pp | 158.70%-144.8pp |
| Employer contribution / active EE | $4,508 | $3,253+38.6% | $2,743+64.3% | $2,705+66.6% |
| Participant deferral / active EE | $6,448 | $4,089+57.7% | $3,820+68.8% | $4,561+41.4% |
| Admin fee / account holder | $0 | $81-100.0% | $3,620-100.0% | $152-100.0% |