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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WHITEGATE INVESTMENT COUNSELORS, IN Service code 27 46 SOUTH MAIN STREET · CONCORD, NH 03301 | Advisory (Plan) | $204,451 |
DOPKINS & COMPANY, LLP8+ years Service code 10 200 INTERNATIONAL DRIVE · BUFFALO, NY 14221 | Accounting | $11,900 |
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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 | $164,233-100.0% | $319,010-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 0.0%0pp |
| Annual return | -13.94% | -13.41%-0.5pp | 10.22%-24.2pp | 2.78%-16.7pp |
| Employer contribution / active EE | $22,324 | $53,848-58.5% | $51,212-56.4% | $15,276+46.1% |
| Participant deferral / active EE | $0 | $1,790-100.0% | $129-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $10,810-100.0% | $1,015-100.0% |