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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,602 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 1 LIBRARY LANE · KINGSTON, NH 038480668 | Accounting | $8,500 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $8,500 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $7,273 |
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 | $55,646 | $60,139-7.5% | $90,461-38.5% | $79,856-30.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 2.36% | 71.96%-69.6pp | 1294.76%-1292.4pp | 31.71%-29.4pp |
| Employer contribution / active EE | $3,407 | $2,069+64.7% | $3,264+4.4% | $2,471+37.9% |
| Participant deferral / active EE | $3,014 | $2,939+2.5% | $3,964-24.0% | $3,741-19.4% |
| Admin fee / account holder | $153 | $3,978-96.2% | $5,617-97.3% | $5,306-97.1% |