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| Provider | Service type | Compensation |
|---|---|---|
COMPASS 360, LLC2 years Filed as: COMPASS 360 LLC Service code 14 118 PORTSMOUTH AVE · STRATHAM, NH 03885 | Plan Administrator | $33,965 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,310 |
GRAY, GRAY & GRAY2 years Filed as: GRAY, GRAY AND GRAY LLP Service code 10 150 ROYALL ST, STE 102 · CANTON, MA 02021 | Accounting | $14,000 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 101 HUNTINGTON AVE · BOSTON, MA 02199 | Advisory (Plan) | $12,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,843 | $64,612-5.8% | $86,451-29.6% | $64,824-6.1% |
| Participation rate | 97.1% | 81.5%+15.6pp | 80.3%+16.7pp | 71.5%+25.6pp |
| Annual return | -17.55% | 0.66%-18.2pp | 4398.51%-4416.1pp | 32.84%-50.4pp |
| Employer contribution / active EE | $3,738 | $2,744+36.2% | $3,770-0.8% | $2,507+49.1% |
| Participant deferral / active EE | $8,432 | $7,497+12.5% | $6,953+21.3% | $4,311+95.6% |
| Admin fee / account holder | $159 | $169-6.0% | $6,734-97.6% | $188-15.4% |