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| Provider | Service type | Compensation |
|---|---|---|
TAYLOR SECURITIES4 years Filed as: TAYLOR, COTTRILL, ERICKSON AND ASSO Service code 27 46 SOUTH MAIN STREET · CONCORD, NH 03301 | Advisory (Plan) | $210,208 |
DOPKINS & COMPANY, LLP7+ years Service code 10 200 INTERNATIONAL DRIVE · BUFFALO, NY 14221 | Accounting | $11,100 |
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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 | $1,472,696-100.0% | $375,279-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 0.7%-0.7pp |
| Annual return | 11.10% | 7.36%+3.7pp | 9.78%+1.3pp | 13.24%-2.1pp |
| Employer contribution / active EE | $21,499 | $40,685-47.2% | $46,889-54.1% | $14,616+47.1% |
| Participant deferral / active EE | $0 | $2,571-100.0% | $72-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $5,665-100.0% | $4,137-100.0% |