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| Provider | Service type | Compensation |
|---|---|---|
CARON & BLETZER, PLLC2 years Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $10,700 |
PARK AVENUE SECURITIES LLC7 years Service code 55 197 SCOTT SWAMP RD · FARMINGTON, CT 06032 | Other Commissions | $9,165 |
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 | $33,872 | $71,526-52.6% | $98,450-65.6% | $71,495-52.6% |
| Participation rate | 42.1% | 72.7%-30.7pp | 75.2%-33.1pp | 67.9%-25.9pp |
| Annual return | -7.73% | 32.42%-40.2pp | 21.16%-28.9pp | 28.85%-36.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,049-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $845 | $4,110-79.4% | $4,739-82.2% | $4,291-80.3% |
| Admin fee / account holder | $152 | $1,675-90.9% | $8,961-98.3% | $1,588-90.4% |