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| Provider | Service type | Compensation |
|---|---|---|
PLIMOTH INVESTMENT ADVISORS9+ years Service code 27 38 RESNIK ROAD, SUITE 202 · PLYMOUTH, MA 02360 | Advisory (Plan) | $202,951 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $147,341 |
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 | $87,180 | $47,135+85.0% | $149,717-41.8% | $74,440+17.1% |
| Participation rate | 97.8% | 63.4%+34.4pp | 78.8%+19.0pp | 70.7%+27.0pp |
| Annual return | 19.92% | 22.75%-2.8pp | 134.41%-114.5pp | 34.37%-14.4pp |
| Employer contribution / active EE | $2,465 | $1,906+29.4% | $4,820-48.8% | $2,638-6.5% |
| Participant deferral / active EE | $5,489 | $2,728+101.2% | $5,682-3.4% | $4,529+21.2% |
| Admin fee / account holder | $406 | $343+18.4% | $13,213-96.9% | $348+16.7% |