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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS COMPANY OF AMER Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $28,149 |
L M KOHN & COMPANY8+ years Service code 27 10151 CARVER ROAD SUITE 100 · CINCINNATI, OH 45242 | Advisory (Plan) | $7,335 |
BOIVIN & ASSOCIATES1 year Filed as: BOVIN & ASSOCIATES CPAS PLLC Service code 10 395 DANIEL WEBSTER HWY UNIT 6 · MERRIMACK, NH 03054 | Accounting | $7,000 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMPA Service code 27 | Advisory (Plan) | $6,776 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 27 PO BOX 9500 · SPRINGFIELD, MA 011029500 | Advisory (Plan) | $0 |
NBT BANCORP NA2 years Filed as: NBT BANK NA DBA THIRD PARTY ADMINIS Service code 13 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Contract Administrator | -$227 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,209 | $59,111+42.5% | $86,451-2.6% | $68,490+23.0% |
| Participation rate | 88.0% | 75.2%+12.7pp | 80.3%+7.6pp | 67.9%+20.1pp |
| Annual return | -15.54% | -0.22%-15.3pp | 4398.51%-4414.0pp | -7.85%-7.7pp |
| Employer contribution / active EE | $1,784 | $2,519-29.2% | $3,770-52.7% | $2,597-31.3% |
| Participant deferral / active EE | $10,261 | $5,900+73.9% | $6,953+47.6% | $4,028+154.8% |
| Admin fee / account holder | $241 | $5,640-95.7% | $6,734-96.4% | $5,403-95.5% |