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| Provider | Service type | Compensation |
|---|---|---|
BOIVIN & ASSOCIATES1+ years Filed as: BOIVIN & ASSOCIATES, CPAS, PLLC Service code 15 395 DANIAL WEBSTER HWY UNIT 6 · MERRIMACK, NH 03054 | Recordkeeping | $6,000 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,300 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
COMMONWEALTH FINANCIAL NETWORK1+ years Filed as: COMMONWEALTH FINANCIAL Service code 49 167 SOUTHRIVER RD · BEDFORD, NH 03110 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,650 | $46,360-77.0% | $147,617-92.8% | $52,331-79.6% |
| Participation rate | 22.3% | 64.9%-42.6pp | 84.6%-62.3pp | 68.1%-45.8pp |
| Annual return | -2.81% | 1.62%-4.4pp | 61.98%-64.8pp | 4.54%-7.3pp |
| Employer contribution / active EE | $378 | $2,126-82.2% | $5,564-93.2% | $1,882-79.9% |
| Participant deferral / active EE | $710 | $2,258-68.5% | $4,895-85.5% | $3,022-76.5% |
| Admin fee / account holder | $184 | $766-75.9% | $11,612-98.4% | $592-68.8% |