See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
BOSTON HILL ADVISORS LLC5 years Service code 28 · EIN 20-5369878 100 ANDOVER BYPASS ST STE 201 · NORTH ANDOVER, MA 01845 | Investment Management | $25,214 |
TRUSTCORE FINANCIAL1 year Filed as: TRUSTCORE FINANCIAL SERVICES Service code 27 5314 MARYLAND WAY · BRENTWOOD, TN 370276219 | Advisory (Plan) | $14,763 |
Filed as: NORTH AMERICA KTRADE ALLIANCE LLC Service code 15 · EIN 32-0169227 1500 NORTH OAK DRIVE, SUITE B · PLYMOUTH, IN 46563 | Recordkeeping | $14,499 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,433 | $62,603-37.0% | $104,294-62.2% | $66,914-41.1% |
| Participation rate | 38.2% | 59.6%-21.4pp | 73.3%-35.1pp | 69.8%-31.6pp |
| Annual return | -18.27% | -14.70%-3.6pp | 24.61%-42.9pp | 1.58%-19.9pp |
| Employer contribution / active EE | $1,104 | $1,972-44.0% | $3,372-67.3% | $2,544-56.6% |
| Participant deferral / active EE | $1,920 | $2,853-32.7% | $4,625-58.5% | $4,237-54.7% |
| Admin fee / account holder | $332 | $656-49.4% | $7,339-95.5% | $593-44.1% |