Filed January 26, 2022
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| Provider | Service type | Compensation |
|---|---|---|
ENDURANCE WEALTH MANAGEMENT INC.3+ years Service code 28 · EIN 26-3105420 | Investment Management | $64,512 |
ROCKLAND TRUST3+ years Service code 28 · EIN 04-2742559 | Investment Management | $62,492 |
RSM US LLP3+ years Service code 10 · EIN 42-0714352 | Accounting | $17,526 |
DERBY & COMPANY3+ years Service code 15 · EIN 04-2943043 | Recordkeeping | $14,256 |
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 | $93,022 | $71,192+30.7% | $117,861-21.1% | $62,293+49.3% |
| Participation rate | 93.3% | 74.2%+19.1pp | 79.7%+13.7pp | 69.5%+23.8pp |
| Annual return | 8.30% | 18.66%-10.4pp | 335.11%-326.8pp | 28.90%-20.6pp |
| Employer contribution / active EE | $6,277 | $1,934+224.6% | $3,786+65.8% | $2,042+207.3% |
| Participant deferral / active EE | $3,896 | $3,189+22.2% | $4,482-13.1% | $3,169+22.9% |
| Admin fee / account holder | $706 | $587+20.2% | $8,021-91.2% | $479+47.2% |