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| Provider | Service type | Compensation |
|---|---|---|
NICHOLAS LAPIER CPA PC1+ years Filed as: NICHOLAS LAPIER, CPA PC Service code 10 P.O. BOX 324 · WEST SPRINGFIELD, MA 010900324 | Accounting | $9,452 |
KARA LALLY1+ years Filed as: KARA ADAMITES Service code 13 63 1/2 MAIN STREET · CHICOPEE, MA 01020 | Contract Administrator | $9,376 |
NANCY FERGUSON1+ years Filed as: NANCY GOP Service code 14 63 1/2 MAIN STREET · CHICOPEE, MA 01020 | Plan Administrator | $7,966 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $684 |
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 | $46,175 | $48,078-4.0% | $78,676-41.3% | $62,881-26.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 1.99% | 31.36%-29.4pp | 62.19%-60.2pp | 20.14%-18.2pp |
| Employer contribution / active EE | $6,921 | $2,015+243.6% | $2,850+142.8% | $2,281+203.4% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $319 | $3,206-90.1% | $4,510-92.9% | $4,296-92.6% |