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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 | $27,009 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMPA Service code 27 | Advisory (Plan) | $15,403 |
BOIVIN & ASSOCIATES2 years Filed as: BOVIN & ASSOCIATES CPAS PLLC Service code 10 395 DANIEL WEBSTER HWY UNIT 6 · MERRIMACK, NH 03054 | Accounting | $3,500 |
NBT BANCORP NA3 years Filed as: NBT BANK NA DBA THIRD PARTY ADMINIS Service code 13 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Contract Administrator | $650 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 27 PO BOX 9500 · SPRINGFIELD, MA 011029500 | Advisory (Plan) | $0 |
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 | $88,131 | $69,511+26.8% | $94,672-6.9% | $71,529+23.2% |
| Participation rate | 87.6% | 78.4%+9.2pp | 80.8%+6.8pp | 67.9%+19.7pp |
| Annual return | 18.35% | 29.67%-11.3pp | 156.89%-138.5pp | 28.97%-10.6pp |
| Employer contribution / active EE | $1,662 | $2,853-41.7% | $3,673-54.7% | $2,590-35.8% |
| Participant deferral / active EE | $7,531 | $7,348+2.5% | $7,417+1.5% | $4,291+75.5% |
| Admin fee / account holder | $192 | $1,211-84.2% | $7,222-97.3% | $1,588-87.9% |