Filed December 21, 2018
| Provider | Service type | Compensation |
|---|---|---|
SHAWN BOHANNAN1+ years Filed as: SHAWN P MILLERICK Service code 55 6 LOUDON ROAD · CONCORD, NH 03301 | Other Commissions | $53,464 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,614 | $37,039+42.1% | $147,618-64.4% | $59,188-11.1% |
| Participation rate | 45.6% | 63.8%-18.2pp | 84.6%-39.0pp | 69.4%-23.8pp |
| Annual return | 2.36% | 7.19%-4.8pp | 61.98%-59.6pp | 5.51%-3.2pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $2,349 | $2,094+12.2% | $4,895-52.0% | $3,265-28.0% |
| Admin fee / account holder | $3 | $60-95.6% | $11,612-100.0% | $92-97.1% |