Filed April 2, 2014 (most recent of 9 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PORTLAND GLOBAL ADVISORS2 years Filed as: PORTLAND TRUST COMPANY Service code 21 TWO CITY CENTER · PORTLAND, ME 04101 | Bank Trustee | $103,603 |
Service code 11 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Actuarial | $21,131 |
BAKER NEWMAN NOYES2 years Filed as: BAKER NEWMAN & NOYES, LLC Service code 10 · EIN 01-0494526 | Accounting | $12,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $325,553-100.0% | $325,553-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 32.3%-32.3pp | 16.2%-16.2pp | 43.7%-43.7pp |
| Annual return | 13.29% | 9.15%+4.1pp | 9.17%+4.1pp | 13.05%+0.2pp |
| Employer contribution / active EE | $0 | $46,886-100.0% | $40,523-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $17,411-100.0% | $17,411-100.0% | $31,365-100.0% |