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| Provider | Service type | Compensation |
|---|---|---|
COMPASS 360, LLC5 years Filed as: COMPASS 360 LLC Service code 14 118 PORTSMOUTH AVE · STRATHAM, NH 03885 | Plan Administrator | $57,283 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $26,523 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $24,889 |
GRAY, GRAY & GRAY5 years Filed as: GRAY, GRAY AND GRAY LLP Service code 10 150 ROYALL ST. · CANTON, MA 02021 | Accounting | $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 | $115,483 | $110,483+4.5% | $145,433-20.6% | $79,634+45.0% |
| Participation rate | 98.1% | 71.1%+27.0pp | 82.1%+16.0pp | 62.5%+35.6pp |
| Annual return | 18.15% | 24.62%-6.5pp | 66.58%-48.4pp | 36.46%-18.3pp |
| Employer contribution / active EE | $4,389 | $4,053+8.3% | $4,554-3.6% | $2,529+73.5% |
| Participant deferral / active EE | $9,796 | $7,216+35.7% | $7,897+24.0% | $3,835+155.5% |
| Admin fee / account holder | $222 | $680-67.4% | $13,129-98.3% | $1,002-77.9% |