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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT WEALTH GROUP2 years Service code 27 20 B HAMPTON ROAD · EXETER, NH 03833 | Advisory (Plan) | $48,507 |
PCS RETIREMENT, LLC5 years Service code 12 · EIN 23-3038464 | Recordkeeping and information managem... | $20,862 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,216 | $71,230+1.4% | $93,727-23.0% | $80,959-10.8% |
| Participation rate | 65.3% | 60.4%+4.9pp | 68.7%-3.4pp | 67.7%-2.4pp |
| Annual return | 10.58% | 11.26%-0.7pp | 133.83%-123.2pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,933 | $1,565+23.5% | $2,421-20.2% | $2,757-29.9% |
| Participant deferral / active EE | $3,719 | $4,037-7.9% | $4,417-15.8% | $4,300-13.5% |
| Admin fee / account holder | $625 | $6,961-91.0% | $8,292-92.5% | $6,925-91.0% |