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| Provider | Service type | Compensation |
|---|---|---|
BERRY DUNN1+ years Service code 50 PO BOX 1100 · PORTLAND, ME 041041100 | Direct Payment | $9,543 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $945 |
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 | $134,402 | $70,002+92.0% | $115,038+16.8% | $52,331+156.8% |
| Participation rate | 95.6% | 72.1%+23.5pp | 81.4%+14.2pp | 68.1%+27.5pp |
| Annual return | 0.06% | 4.04%-4.0pp | 26.14%-26.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,813 | $2,715-33.2% | $4,608-60.7% | $1,882-3.7% |
| Participant deferral / active EE | $6,860 | $4,920+39.4% | $6,026+13.8% | $3,022+127.0% |
| Admin fee / account holder | $42 | $566-92.6% | $8,175-99.5% | $592-92.9% |