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| Provider | Service type | Compensation |
|---|---|---|
TAYLOR SECURITIES3 years Filed as: TAYLOR, COTTRILL, ERICKSON AND ASSO Service code 27 46 SOUTH MAIN STREET · CONCORD, NH 03301 | Advisory (Plan) | $181,271 |
DOPKINS & COMPANY, LLP6+ years Service code 10 200 INTERNATIONAL DRIVE · BUFFALO, NY 14221 | Accounting | $10,700 |
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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 | $2,822,362-100.0% | $305,030-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.6%-0.6pp |
| Annual return | 11.29% | 11.57%-0.3pp | 380.71%-369.4pp | 11.45%-0.2pp |
| Employer contribution / active EE | $25,713 | $36,657-29.9% | $45,089-43.0% | $17,219+49.3% |
| Participant deferral / active EE | $0 | $1,810-100.0% | $272-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $12,800-100.0% | $15,480-100.0% |