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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 46 SOUTH MAIN STREET · CONCORD, NH 03301 | Advisory (Plan) | $155,373 |
USI CONSULTING GROUP2+ years Filed as: BURKE GROUP, LLC Service code 11 80 LINDEN OAKS DRIVE, SUITE 210 · ROCHESTER, NY 14625 | Actuarial | $29,300 |
DOPKINS & COMPANY, LLP2+ years Service code 10 200 INTERNATIONAL DRIVE · BUFFALO, NY 14221 | Accounting | $8,900 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $264,156-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 1.8%-1.8pp |
| Annual return | 7.34% | 5.09%+2.3pp | 4.74%+2.6pp | 7.18%+0.2pp |
| Employer contribution / active EE | $11,321 | $33,192-65.9% | $46,220-75.5% | $13,095-13.5% |
| Participant deferral / active EE | $0 | $1,920-100.0% | $248-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,050-100.0% | $362-100.0% |