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| Provider | Service type | Compensation |
|---|---|---|
TAYLOR SECURITIES2 years Filed as: TAYLOR, COTTRILL, ERICKSON AND ASSO Service code 27 46 SOUTH MAIN STREET · CONCORD, NH 03301 | Advisory (Plan) | $174,108 |
DOPKINS & COMPANY, LLP5+ years Service code 10 200 INTERNATIONAL DRIVE · BUFFALO, NY 14221 | Accounting | $10,200 |
USI CONSULTING GROUP5+ years Filed as: BURKE GROUP, LLC Service code 11 80 LINDEN OAKS DRIVE, SUITE 210 · ROCHESTER, NY 14625 | Actuarial | $8,700 |
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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 | $1,557,172-100.0% | $346,182-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 52.1%-52.1pp | 1.2%-1.2pp |
| Annual return | 16.74% | 17.70%-1.0pp | 13.48%+3.3pp | 53.27%-36.5pp |
| Employer contribution / active EE | $20,619 | $40,511-49.1% | $47,067-56.2% | $14,774+39.6% |
| Participant deferral / active EE | $0 | $17,273-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $8,714-100.0% | $14,572-100.0% | $13,289-100.0% |