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| Provider | Service type | Compensation |
|---|---|---|
COMPASS 360, LLC4 years Filed as: COMPASS 360 LLC Service code 14 118 PORTSMOUTH AVE · STRATHAM, NH 03885 | Plan Administrator | $43,820 |
GRAY, GRAY & GRAY4 years Filed as: GRAY, GRAY AND GRAY LLP Service code 10 150 ROYALL ST. · CANTON, MA 02021 | Accounting | $16,057 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES Service code 27 101 HUNTINGTON AVE · BOSTON, MA 02199 | Advisory (Plan) | $12,875 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $12,848 |
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 | $94,540 | $90,064+5.0% | $100,415-5.9% | $77,762+21.6% |
| Participation rate | 96.5% | 81.3%+15.2pp | 81.5%+15.0pp | 70.6%+25.9pp |
| Annual return | 16.25% | 20.61%-4.4pp | 49.47%-33.2pp | 31.27%-15.0pp |
| Employer contribution / active EE | $4,551 | $3,043+49.5% | $3,943+15.4% | $2,728+66.8% |
| Participant deferral / active EE | $10,156 | $8,282+22.6% | $8,091+25.5% | $4,651+118.4% |
| Admin fee / account holder | $164 | $172-4.5% | $7,906-97.9% | $433-62.1% |