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| Provider | Service type | Compensation |
|---|---|---|
D.L. CARLSON INVESTMENT GROUP3+ years Filed as: D.L. CARLSON INVESTMENT GROUP, INC. Service code 27 101 NORTH STATE STREET, SUITE 2 · CONCORD, NH 033014321 | Advisory (Plan) | $55,182 |
Filed as: GROSS MENDELSOHN AND ASSOCIATES Service code 10 36 SOUTH CHARLES STREET, 18TH FLOOR · BALTIMORE, MD 21201 | Accounting | $12,500 |
THIRD PARTY ADMINISTRATORS, INC.3+ years Service code 17 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Pension Consulting | $5,799 |
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 | $59,428 | $67,602-12.1% | $82,312-27.8% | $70,126-15.3% |
| Participation rate | 99.0% | 72.8%+26.2pp | 76.9%+22.1pp | 69.5%+29.4pp |
| Annual return | 14.14% | 21.57%-7.4pp | 25.88%-11.7pp | 73.15%-59.0pp |
| Employer contribution / active EE | $3,351 | $1,755+90.9% | $2,428+38.0% | $2,343+43.0% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $496 | $4,512-89.0% | $5,608-91.1% | $4,645-89.3% |