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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095 | Advisory (Plan) | $16,250 |
BOIVIN & ASSOCIATES2 years Filed as: BOIVIN & ASSOCIATES, CPAS, PLLC Service code 10 395 DANIEL WEBSTER HWY, UNIT 6 · MERRIMACK, NH 03054 | Accounting | $7,000 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $940 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,579 | $48,261+346.7% | $68,612+214.2% | $55,725+286.9% |
| Participation rate | 93.2% | 71.0%+22.1pp | 72.2%+20.9pp | 70.9%+22.3pp |
| Annual return | 14.29% | -2.61%+16.9pp | -4.63%+18.9pp | 244.93%-230.6pp |
| Employer contribution / active EE | $6,294 | $1,742+261.3% | $2,625+139.8% | $2,078+202.9% |
| Participant deferral / active EE | $11,465 | $2,712+322.8% | $3,311+246.3% | $3,356+241.7% |
| Admin fee / account holder | $53 | $126-57.8% | $5,131-99.0% | $115-53.7% |