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| Provider | Service type | Compensation |
|---|---|---|
CARON & BLETZER, PLLC4 years Filed as: CARON BLETZER, PLLC Service code 99 · EIN 55-5000555 1 LIBRARY LANE · KINGSTON, NH 03848 | Other Fees | $7,286 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 49 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Other Services | $5,126 |
GRP FINANCIAL9 years Service code 99 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Other Fees | $5,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,331 | $63,456+29.7% | $100,712-18.3% | $64,097+28.4% |
| Participation rate | 92.1% | 49.7%+42.4pp | 69.3%+22.8pp | 55.2%+36.9pp |
| Annual return | 13.76% | 19.65%-5.9pp | 33.27%-19.5pp | 34.64%-20.9pp |
| Employer contribution / active EE | $213 | $1,003-78.7% | $2,313-90.8% | $1,891-88.7% |
| Participant deferral / active EE | $4,491 | $2,463+82.3% | $4,085+9.9% | $3,080+45.8% |
| Admin fee / account holder | $123 | $4,808-97.4% | $9,256-98.7% | $3,454-96.4% |