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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1000 ELM STREET, 12TH FLOOR · MANCHESTER, NH 031012533 | Advisory (Plan) | $16,608 |
THIRD PARTY ADMINISTRATORS, INC.3+ years Service code 13 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Contract Administrator | $1,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,035 | $28,416+9.2% | $73,550-57.8% | $69,631-55.4% |
| Participation rate | 29.7% | 38.3%-8.7pp | 54.9%-25.3pp | 70.7%-41.0pp |
| Annual return | 13.93% | -694.13%+708.1pp | -15.16%+29.1pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $233 | $430-45.9% | $1,219-80.9% | $2,032-88.5% |
| Participant deferral / active EE | $932 | $897+3.9% | $1,804-48.3% | $3,224-71.1% |
| Admin fee / account holder | $123 | $104+18.2% | $2,320-94.7% | $110+11.7% |