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| Provider | Service type | Compensation |
|---|---|---|
CARON & BLETZER, PLLC3 years Filed as: CARON BLETZER, PLLC Service code 99 · EIN 55-5000555 1 LIBRARY LANE · KINGSTON, NH 03848 | Other Fees | $11,000 |
GRP FINANCIAL8 years Service code 99 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Other Fees | $10,000 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 49 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Other Services | $4,548 |
Filed as: CORNERSTONE RETIREMENT PLAN ADMIN Service code 99 · EIN 27-1207016 2000 CHAPEL VIEW BLVD · CRANSTON, RI 02920 | Other Fees | $4,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,828 | $59,448+34.3% | $93,696-14.8% | $74,459+7.2% |
| Participation rate | 65.2% | 59.6%+5.6pp | 68.7%-3.5pp | 67.2%-2.0pp |
| Annual return | 12.24% | 82.11%-69.9pp | 133.74%-121.5pp | 1369.70%-1357.5pp |
| Employer contribution / active EE | $169 | $1,266-86.7% | $2,422-93.0% | $2,626-93.6% |
| Participant deferral / active EE | $3,519 | $3,052+15.3% | $4,417-20.3% | $4,350-19.1% |
| Admin fee / account holder | $224 | $3,027-92.6% | $8,287-97.3% | $1,945-88.5% |