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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 46 SOUTH MAIN STREET · CONCORD, NH 03301 | Advisory (Plan) | $163,627 |
USI CONSULTING GROUP3+ years Filed as: BURKE GROUP, LLC Service code 11 80 LINDEN OAKS DRIVE, SUITE 210 · ROCHESTER, NY 14625 | Actuarial | $48,825 |
DOPKINS & COMPANY, LLP3+ years Service code 10 200 INTERNATIONAL DRIVE · BUFFALO, NY 14221 | Accounting | $9,400 |
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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 | $1,723,788-100.0% | $308,850-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 1.9%-1.9pp |
| Annual return | 11.96% | 12.03%-0.1pp | 14.41%-2.4pp | 23.90%-11.9pp |
| Employer contribution / active EE | $16,241 | $30,615-47.0% | $45,283-64.1% | $16,539-1.8% |
| Participant deferral / active EE | $0 | $1,355-100.0% | $125-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,941-100.0% | $18,975-100.0% |