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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,943 |
BANK OF NEW HAMPSHIRE1 year Service code 27 · EIN 02-0155840 | Advisory (Plan) | $16,605 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,105 | $55,446-20.5% | $155,574-71.6% | $74,429-40.7% |
| Participation rate | 74.0% | 61.9%+12.1pp | 78.2%-4.2pp | 67.2%+6.8pp |
| Annual return | 9.55% | 269.20%-259.6pp | 64.87%-55.3pp | 1368.38%-1358.8pp |
| Employer contribution / active EE | $1,450 | $2,266-36.0% | $4,676-69.0% | $2,625-44.7% |
| Participant deferral / active EE | $5,241 | $2,836+84.8% | $5,629-6.9% | $4,348+20.5% |
| Admin fee / account holder | $246 | $1,743-85.9% | $15,914-98.5% | $1,944-87.4% |