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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $15,588 |
WHITTLESEY PC1+ years Filed as: WHITTLESEY & HADLEY, P.C. Service code 50 · EIN 06-0903326 | Direct Payment | $10,023 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,346 | $36,916-44.9% | $156,551-87.0% | $57,658-64.7% |
| Participation rate | 60.4% | 63.4%-3.1pp | 84.0%-23.6pp | 70.2%-9.9pp |
| Annual return | -0.40% | 12.38%-12.8pp | 32.23%-32.6pp | 5.13%-5.5pp |
| Employer contribution / active EE | $646 | $1,571-58.9% | $5,501-88.3% | $1,974-67.3% |
| Participant deferral / active EE | $688 | $1,926-64.3% | $4,871-85.9% | $3,061-77.5% |
| Admin fee / account holder | $79 | $82-4.7% | $13,028-99.4% | $95-16.8% |