Filed December 17, 2021 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
BERRY DUNN1 year Service code 10 · EIN 01-0523282 | Accounting | $24,000 |
UNIVERSITY OF NEW ENGLAND3 years Service code 16 · EIN 01-0211810 | Consulting | $20,000 |
OLD PORT ADVISORS4 years Service code 16 · EIN 01-0488404 | Consulting | $16,700 |
Service code 16 · EIN 45-4118952 | Consulting | $10,667 |
FID INV INST OPS CO8+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$156,657 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,706 | $98,780+5.0% | $60,919+70.2% | $77,906+33.1% |
| Participation rate | 76.7% | 76.7%0pp | 73.1%+3.6pp | 73.7%+3.0pp |
| Annual return | -14.36% | -11.56%-2.8pp | 16.98%-31.3pp | 12.16%-26.5pp |
| Employer contribution / active EE | $4,302 | $3,605+19.4% | $2,704+59.1% | $2,846+51.2% |
| Participant deferral / active EE | $6,248 | $4,200+48.8% | $3,814+63.8% | $4,805+30.0% |
| Admin fee / account holder | $0 | $89-100.0% | $3,226-100.0% | $133-100.0% |