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| Provider | Service type | Compensation |
|---|---|---|
O'CONNOR DAVIES, LLP5+ years Filed as: O'CONNOR & DREW PC Service code 10 25 BRAINTREE HILL · BRAINHILL, MA 02184 | Accounting | $10,000 |
DRISCOLL INSURANCE AGENCY5+ years Service code 22 · EIN 04-2432761 | Insurance Broker | $6,264 |
ANCHOR PRESS1 year Service code 50 · EIN 26-0507919 | Direct Payment | $5,505 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,670 |
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 | $63,202 | $40,113+57.6% | $84,021-24.8% | $77,775-18.7% |
| Participation rate | 88.1% | 62.8%+25.3pp | 69.0%+19.1pp | 73.2%+14.9pp |
| Annual return | 20.45% | 23.27%-2.8pp | 71.32%-50.9pp | 32.58%-12.1pp |
| Employer contribution / active EE | $905 | $847+6.8% | $1,984-54.4% | $2,504-63.9% |
| Participant deferral / active EE | $3,229 | $2,030+59.1% | $3,239-0.3% | $3,966-18.6% |
| Admin fee / account holder | $21 | $92-77.6% | $6,102-99.7% | $100-79.5% |