Filed January 26, 2022
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| Provider | Service type | Compensation |
|---|---|---|
ENDURANCE WEALTH MANAGEMENT INC.2+ years Service code 28 · EIN 26-3105420 | Investment Management | $57,757 |
ROCKLAND TRUST2+ years Service code 28 · EIN 04-2742559 | Investment Management | $55,368 |
DERBY & COMPANY2+ years Service code 15 · EIN 04-2943043 | Recordkeeping | $13,378 |
RSM US LLP2+ years Service code 10 · EIN 42-0714352 | Accounting | $12,000 |
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 | $90,040 | $63,924+40.9% | $108,582-17.1% | $55,167+63.2% |
| Participation rate | 88.5% | 74.3%+14.2pp | 79.6%+9.0pp | 69.0%+19.5pp |
| Annual return | 5.45% | 15.31%-9.9pp | -51.70%+57.2pp | 169.23%-163.8pp |
| Employer contribution / active EE | $5,438 | $1,879+189.4% | $3,758+44.7% | $1,963+177.1% |
| Participant deferral / active EE | $3,538 | $3,067+15.4% | $4,311-17.9% | $3,054+15.8% |
| Admin fee / account holder | $700 | $618+13.3% | $7,645-90.9% | $504+38.8% |