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| Provider | Service type | Compensation |
|---|---|---|
D.L. CARLSON INVESTMENT GROUP2+ years Filed as: D.L. CARLSON INVESTMENT GROUP, INC. Service code 27 101 NORTH STATE STREET, SUITE 2 · CONCORD, NH 033014321 | Advisory (Plan) | $51,654 |
Filed as: GROSS MENDELSOHN AND ASSOCIATES Service code 10 36 SOUTH CHARLES STREET, 18TH FLOOR · BALTIMORE, MD 21201 | Accounting | $12,000 |
THIRD PARTY ADMINISTRATORS, INC.2+ years Service code 17 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Pension Consulting | $5,953 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,782 | $60,349-7.6% | $74,184-24.8% | $62,881-11.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.29% | 21.38%-15.1pp | 17.74%-11.4pp | 20.14%-13.9pp |
| Employer contribution / active EE | $5,359 | $1,680+218.9% | $2,370+126.1% | $2,281+134.9% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $501 | $4,261-88.2% | $5,586-91.0% | $4,296-88.3% |