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| Provider | Service type | Compensation |
|---|---|---|
PLIMOTH INVESTMENT ADVISORS10+ years Service code 27 38 RESNIK ROAD, SUITE 202 · PLYMOUTH, MA 02360 | Advisory (Plan) | $214,522 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $155,239 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,379 | $50,820+79.8% | $155,567-41.3% | $77,671+17.6% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 13.49% | 34.85%-21.4pp | 64.74%-51.2pp | 31.21%-17.7pp |
| Employer contribution / active EE | $2,795 | $1,993+40.3% | $4,674-40.2% | $2,726+2.5% |
| Participant deferral / active EE | $6,194 | $2,823+119.4% | $5,628+10.1% | $4,648+33.3% |
| Admin fee / account holder | $389 | $436-10.7% | $15,916-97.6% | $430-9.6% |