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 | $69,446 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $177,385 | $64,729+174.0% | $112,263+58.0% | $68,490+159.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -11.15% | -11.40%+0.3pp | 27.49%-38.6pp | -7.85%-3.3pp |
| Employer contribution / active EE | $3,452 | $2,746+25.7% | $3,636-5.1% | $2,597+32.9% |
| Participant deferral / active EE | $6,831 | $3,566+91.6% | $4,729+44.4% | $4,028+69.6% |
| Admin fee / account holder | $701 | $5,222-86.6% | $6,410-89.1% | $5,403-87.0% |