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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 46 SOUTH MAIN STREET · CONCORD, NH 03301 | Advisory (Plan) | $158,606 |
USI CONSULTING GROUP1+ years Filed as: BURKE GROUP, LLC Service code 11 80 LINDEN OAKS DRIVE, SUITE 210 · ROCHESTER, NY 14625 | Actuarial | $42,706 |
DOPKINS & COMPANY, LLP1+ years Service code 10 200 INTERNATIONAL DRIVE · BUFFALO, NY 14221 | Accounting | $8,600 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $252,559-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.9%-50.9pp | 0.8%-0.8pp |
| Annual return | -1.47% | -2.09%+0.6pp | -1.68%+0.2pp | -0.60%-0.9pp |
| Employer contribution / active EE | $11,151 | $29,352-62.0% | $44,959-75.2% | $12,272-9.1% |
| Participant deferral / active EE | $0 | $2,027-100.0% | $330-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $12,994-100.0% | $717-100.0% |