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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EAGLE POINT INVT ADVISORS, INC. Service code 26 ONE BEDFORD FARMS DRIVE · BEDFORD, NH 03110 | Advisory (Participants) | $3,662 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RET PLAN SERVICES Service code 15 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping | $870 |
SETAWAY LLC2 years Service code 16 5 BEDFORD FARMS · BEDFORD, NH 03110 | Consulting | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,317 | $34,634+68.4% | $77,096-24.4% | $64,819-10.0% |
| Participation rate | 4.4% | 49.8%-45.4pp | 67.9%-63.5pp | 71.5%-67.1pp |
| Annual return | -8.85% | -5.31%-3.5pp | 42.35%-51.2pp | 32.84%-41.7pp |
| Employer contribution / active EE | $239 | $1,385-82.8% | $2,814-91.5% | $2,507-90.5% |
| Participant deferral / active EE | $439 | $2,553-82.8% | $4,429-90.1% | $4,311-89.8% |
| Admin fee / account holder | $311 | $178+74.6% | $5,428-94.3% | $188+65.7% |