Filed January 26, 2022
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| Provider | Service type | Compensation |
|---|---|---|
ENDURANCE WEALTH MANAGEMENT INC.1+ years Service code 28 · EIN 26-3105420 | Investment Management | $54,887 |
ROCKLAND TRUST1+ years Service code 28 · EIN 04-2742559 | Investment Management | $51,781 |
RSM US LLP1+ years Service code 10 · EIN 42-0714352 | Accounting | $12,618 |
DERBY & COMPANY1+ years Service code 15 · EIN 04-2943043 | Recordkeeping | $9,858 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,810 | $57,108+59.0% | $94,229-3.6% | $52,331+73.5% |
| Participation rate | 80.4% | 72.9%+7.5pp | 78.8%+1.6pp | 68.1%+12.3pp |
| Annual return | -2.44% | 1.47%-3.9pp | 10.68%-13.1pp | 4.54%-7.0pp |
| Employer contribution / active EE | $4,550 | $1,735+162.2% | $3,587+26.9% | $1,882+141.8% |
| Participant deferral / active EE | $3,057 | $3,040+0.6% | $4,320-29.3% | $3,022+1.1% |
| Admin fee / account holder | $738 | $546+35.0% | $6,269-88.2% | $592+24.7% |