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| Provider | Service type | Compensation |
|---|---|---|
CARON & BLETZER, PLLC1 year Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $9,500 |
Filed as: PLAN INTEGRITY PARTNERS Service code 13 50 LAKESIDE AVENUE #5 · BURLINGTON, VT 05401 | Contract Administrator | $1,718 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,667 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,098 | $72,352-7.3% | $142,516-52.9% | $71,529-6.2% |
| Participation rate | 63.5% | 71.7%-8.2pp | 76.8%-13.2pp | 67.9%-4.4pp |
| Annual return | 21.59% | 21.17%+0.4pp | 20.03%+1.6pp | 28.97%-7.4pp |
| Employer contribution / active EE | $512 | $3,800-86.5% | $4,849-89.4% | $2,590-80.2% |
| Participant deferral / active EE | $3,187 | $5,288-39.7% | $6,280-49.2% | $4,291-25.7% |
| Admin fee / account holder | $77 | $1,438-94.6% | $10,008-99.2% | $1,588-95.1% |