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| Provider | Service type | Compensation |
|---|---|---|
BOIVIN & ASSOCIATES1 year Filed as: BOIVIN & ASSOCIATES, CPA'S PLLC Service code 15 · EIN 27-1516157 | Recordkeeping | $6,000 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,200 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
COMMONWEALTH FINANCIAL NETWORK2+ years Filed as: COMMONWEALTH FINANCIAL Service code 49 167 SOUTHRIVER RD · BEDFORD, NH 03110 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $11,903 | $46,732-74.5% | $156,551-92.4% | $55,167-78.4% |
| Participation rate | 24.4% | 65.8%-41.4pp | 84.0%-59.6pp | 69.0%-44.6pp |
| Annual return | 6.56% | 17.72%-11.2pp | 32.23%-25.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $390 | $2,105-81.5% | $5,501-92.9% | $1,963-80.1% |
| Participant deferral / active EE | $585 | $2,204-73.5% | $4,871-88.0% | $3,054-80.9% |
| Admin fee / account holder | $146 | $418-65.0% | $13,028-98.9% | $504-70.9% |