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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $16,118 |
WHITTLESEY PC1 year Filed as: WHITTLESEY P.C. Service code 50 · EIN 06-0903326 | Direct Payment | $11,000 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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 | $19,766 | $46,173-57.2% | $170,435-88.4% | $69,631-71.6% |
| Participation rate | 64.9% | 63.9%+1.0pp | 83.6%-18.7pp | 70.7%-5.8pp |
| Annual return | 11.74% | 21.62%-9.9pp | 205.94%-194.2pp | 27571.02%-27559.3pp |
| Employer contribution / active EE | $560 | $1,610-65.2% | $5,432-89.7% | $2,032-72.4% |
| Participant deferral / active EE | $844 | $2,080-59.4% | $4,939-82.9% | $3,224-73.8% |
| Admin fee / account holder | $80 | $116-30.6% | $13,881-99.4% | $110-27.1% |