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| Provider | Service type | Compensation |
|---|---|---|
INSURANCE PROGRAMMERS, INC.1+ years Filed as: INSURANCE PROGRAMMERS Service code 14 10 TECHNOLOGY DRIVE · WALLINGFORD, CT 06492 | Plan Administrator | $29,475 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $18,100 |
NICHOLAS LAPIER CPA PC1+ years Filed as: NICHOLAS LAPIER PC CPA Service code 10 · EIN 32-0048525 | Accounting | $10,393 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 20 10 PARK STREET #201 · CONCORD, NH 03301 | Trustee (individual) | $10,000 |
KRAKOW & SOURIS1+ years Service code 22 225 FRIEND STREET · BOSTON, MA 02114 | Insurance Broker | $9,312 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 | Securities brokerage; Securities brok... | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC. Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 | Securities brokerage commissions and ... | $0 |
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 | $69,204 | $57,921+19.5% | $84,753-18.3% | $57,658+20.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 1.10% | 10.24%-9.1pp | 22.78%-21.7pp | 5.13%-4.0pp |
| Employer contribution / active EE | $2,724 | $2,598+4.8% | $3,574-23.8% | $1,974+38.0% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $124 | $130-4.1% | $5,333-97.7% | $95+31.5% |