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| Provider | Service type | Compensation |
|---|---|---|
R M DAVIS INC1+ years Filed as: R.M. DAVIS, INC. Service code 27 24 CITY CENTER · PORTLAND, ME 041014069 | Advisory (Plan) | $84,894 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 11 · EIN 04-2530412 | Actuarial | $34,600 |
KEYBANK NATIONAL ASSOCIATION1+ years Service code 13 · EIN 34-6514544 | Contract Administrator | $23,400 |
FIDUCIARY INVESTMENT ADVISORS1+ years Service code 27 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $17,500 |
BAKER NEWMAN NOYES1+ years Filed as: BAKER, NEWMAN & NOYES LLC Service code 10 · EIN 01-0494526 | Accounting | $12,750 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $74,707-100.0% | $252,559-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 15.0%-15.0pp | 50.9%-50.9pp | 4.3%-4.3pp |
| Annual return | 2.61% | -0.16%+2.8pp | -1.68%+4.3pp | 2.81%-0.2pp |
| Employer contribution / active EE | $7,860 | $33,118-76.3% | $44,959-82.5% | $16,358-52.0% |
| Participant deferral / active EE | $0 | $4,411-100.0% | $330-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $32-100.0% | $12,994-100.0% | $1,639-100.0% |