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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BUCKLEY, FRAME BOUDREAU & CO PC Service code 10 · EIN 06-0931761 | Accounting | $19,227 |
THE SEGAL COMPANY1+ years Service code 16 · EIN 13-1928058 | Consulting | $16,715 |
LAW OFFICES OF DIANE MARTUCCI1+ years Service code 29 · EIN 06-1172679 | Legal | $11,458 |
FIDUCIARY INVESTMENT ADVISORS1+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $10,000 |
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 | $43,428 | $50,464-13.9% | $75,784-42.7% | $52,331-17.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | 0.29% | 1.03%-0.7pp | 9.68%-9.4pp | 4.54%-4.3pp |
| Employer contribution / active EE | $3,778 | $1,988+90.0% | $3,323+13.7% | $1,882+100.8% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $640 | $1,103-41.9% | $5,300-87.9% | $592+8.2% |