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| Provider | Service type | Compensation |
|---|---|---|
KATHY JAMES1+ years Filed as: KATHY SMITH SANBORN Service code 14 · EIN 02-6026500 48 AIRPORT ROAD · CONCORD, NH 03301 | Plan Administrator | $69,888 |
LEONE, MCDONNELL & ROBERTS1+ years Filed as: LEONE, MCDONNELL & ROBERTS, P.A. Service code 10 · EIN 02-0417217 5 NELSON STREET · DOVER, NH 03820 | Accounting | $39,653 |
BOLTON PARTNERS, INC.1+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 9000 MIDLANTIC DRIVE, SUITE 100 · MT. LAUREL, NJ 08054 | Actuarial | $23,616 |
PENSION FUND EVALUATIONS, INC.1+ years Service code 27 · EIN 11-2503982 2450 MIDDLE COUNTRY ROAD · CENTEREACH, NY 11720 | Advisory (Plan) | $20,000 |
ATLANTIC ASSET MANAGEMENT1+ years Service code 28 · EIN 13-3728982 CLEARWATER HOUSE · STAMFORD, CT 06902 | Investment Management | $19,198 |
ULLICO1+ years Filed as: UNION LABOR LIFE INSURANCE CO. Service code 28 · EIN 13-1423090 1625 I STREET · WASHINGTON, DC 20006 | Investment Management | $14,894 |
KOLDYS & KELLEHER,P.C.1+ years Filed as: KOLDYS AND KELLEHER Service code 29 · EIN 46-3542126 449A FAUNCE CORNER ROAD · DARTMOUTH, MA 02747 | Legal | $7,312 |
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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | -3.11% | 2.79%-5.9pp | 4.16%-7.3pp | 11.88%-15.0pp |
| Employer contribution / active EE | $8,856 | $10,530-15.9% | $29,966-70.4% | $14,612-39.4% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |