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| Provider | Service type | Compensation |
|---|---|---|
TAYLOR SECURITIES1 year Filed as: TAYLOR, COTTRILL, ERICKSON AND ASSO Service code 27 46 SOUTH MAIN STREET · CONCORD, NH 03301 | Advisory (Plan) | $168,584 |
USI CONSULTING GROUP4+ years Filed as: BURKE GROUP, LLC Service code 11 80 LINDEN OAKS DRIVE, SUITE 210 · ROCHESTER, NY 14625 | Actuarial | $47,476 |
DOPKINS & COMPANY, LLP4+ years Service code 10 200 INTERNATIONAL DRIVE · BUFFALO, NY 14221 | Accounting | $9,800 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,939,316-100.0% | $1,035,159-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 49.6%-49.6pp | 1.8%-1.8pp |
| Annual return | -4.36% | -3.37%-1.0pp | -61.72%+57.4pp | 0.19%-4.6pp |
| Employer contribution / active EE | $20,513 | $36,881-44.4% | $47,703-57.0% | $13,763+49.0% |
| Participant deferral / active EE | $0 | $10,776-100.0% | $135-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $5,792-100.0% | $426-100.0% |