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| Provider | Service type | Compensation |
|---|---|---|
CARON & BLETZER, PLLC4 years Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $11,701 |
PASI, LLC1 year Service code 13 10 TALCOTT NOTCH RD STE 200 · FARMINGTON, CT 06032 | Contract Administrator | $6,801 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $33,576 | $76,383-56.0% | $121,663-72.4% | $64,340-47.8% |
| Participation rate | 45.1% | 60.4%-15.3pp | 74.5%-29.4pp | 55.2%-10.1pp |
| Annual return | 4.76% | 16.98%-12.2pp | 147.54%-142.8pp | 24.14%-19.4pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $915 | $3,149-70.9% | $4,887-81.3% | $2,980-69.3% |
| Admin fee / account holder | $161 | $4,142-96.1% | $14,289-98.9% | $3,703-95.7% |