Filed October 19, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 02-0632649 255 WEST ST. · KEENE, NH 03431 | Securities Custodian | $56,421 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $126,886 | $55,449+128.8% | $83,831+51.4% | $56,289+125.4% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 9.39% | -1.38%+10.8pp | 850.99%-841.6pp | -9.96%+19.3pp |
| Employer contribution / active EE | $3,997 | $2,430+64.5% | $3,631+10.1% | $2,111+89.3% |
| Participant deferral / active EE | $4,448 | $2,935+51.5% | $4,082+9.0% | $3,350+32.8% |
| Admin fee / account holder | $424 | $656-35.3% | $5,479-92.3% | $521-18.6% |