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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 27 70100 AMERPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $53,304 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 41 CAMPUS DR STE 302 · NEW GLOUCESTR, ME 042605115 | Contract Administrator | $5,575 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,869 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,145 | $50,919+14.2% | $155,556-62.6% | $77,762-25.2% |
| Participation rate | 85.8% | 63.1%+22.7pp | 78.2%+7.6pp | 70.6%+15.2pp |
| Annual return | 11.57% | 34.84%-23.3pp | 64.84%-53.3pp | 31.27%-19.7pp |
| Employer contribution / active EE | $2,603 | $1,991+30.7% | $4,675-44.3% | $2,728-4.6% |
| Participant deferral / active EE | $4,072 | $2,824+44.2% | $5,631-27.7% | $4,651-12.4% |
| Admin fee / account holder | $161 | $437-63.1% | $15,885-99.0% | $433-62.8% |