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| Provider | Service type | Compensation |
|---|---|---|
NSBN, LLP1 year Filed as: NSBN LLP CPA'S & ADVISORS Service code 10 · EIN 95-2399533 | Accounting | $10,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $322 |
BAY COLONY ADVISORS3+ years Filed as: BAY MUTUAL FINANCIAL Service code 33 · EIN 38-3694155 | Securities brokerage commissions and ... | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,254 | $64,909+299.4% | $82,313+215.0% | $62,293+316.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.59% | 21.18%-5.6pp | 25.88%-10.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $16,696 | $1,676+896.2% | $2,428+587.6% | $2,042+717.5% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $72 | $440-83.6% | $5,608-98.7% | $479-85.0% |