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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $29,177 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 · EIN 01-0472857 41 CAMPUS DR STE 302 · NEW GLOUCESTER, ME 042605115 | Contract Administrator | $5,085 |
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 | $55,257 | $62,928-12.2% | $172,753-68.0% | $67,582-18.2% |
| Participation rate | 88.1% | 64.5%+23.6pp | 82.6%+5.5pp | 71.3%+16.8pp |
| Annual return | 19.39% | 30.36%-11.0pp | 803.00%-783.6pp | 378.57%-359.2pp |
| Employer contribution / active EE | $2,238 | $1,636+36.8% | $5,144-56.5% | $2,148+4.2% |
| Participant deferral / active EE | $3,152 | $2,145+46.9% | $5,198-39.4% | $3,539-11.0% |
| Admin fee / account holder | $116 | $167-30.5% | $13,956-99.2% | $142-18.6% |