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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WHITEGATE INVESTMENT COUNSELORS, IN Service code 27 46 SOUTH MAIN STREET · CONCORD, NH 03301 | Advisory (Plan) | $159,441 |
DOPKINS & COMPANY, LLP10+ years Service code 10 200 INTERNATIONAL DRIVE · BUFFALO, NY 14221 | Accounting | $17,200 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $310,574-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 0.0%0pp |
| Annual return | 8.94% | 8.15%+0.8pp | 8.04%+0.9pp | 8.76%+0.2pp |
| Employer contribution / active EE | $4,239 | $60,767-93.0% | $42,693-90.1% | $16,664-74.6% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $8,889-100.0% | - |