Filed October 19, 2016
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 02-0632649 255 WEST ST. · KEENE, NH 03431 | Securities Custodian | $70,722 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,366 | $78,682+173.7% | $109,188+97.2% | $85,851+150.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 24.68% | 25.09%-0.4pp | 25.76%-1.1pp | 318.63%-294.0pp |
| Employer contribution / active EE | $8,540 | $2,734+212.4% | $3,723+129.4% | $2,565+232.9% |
| Participant deferral / active EE | $6,373 | $3,468+83.8% | $4,654+36.9% | $3,952+61.2% |
| Admin fee / account holder | $655 | $5,470-88.0% | $6,755-90.3% | $6,261-89.5% |