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 | $62,385 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,187 | $73,988+192.2% | $96,538+123.9% | $75,177+187.6% |
| Participation rate | 98.7% | 66.4%+32.3pp | 74.3%+24.4pp | 67.2%+31.5pp |
| Annual return | 11.45% | 26.73%-15.3pp | 35.74%-24.3pp | 160.75%-149.3pp |
| Employer contribution / active EE | $7,432 | $2,930+153.6% | $3,740+98.7% | $2,671+178.3% |
| Participant deferral / active EE | $6,428 | $3,660+75.6% | $4,880+31.7% | $4,126+55.8% |
| Admin fee / account holder | $671 | $5,220-87.1% | $6,737-90.0% | $5,651-88.1% |