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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) | $51,248 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 41 CAMPUS DR STE 302 · NEW GLOUCESTR, ME 042605115 | Contract Administrator | $3,550 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,213 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,256 | $46,332+19.3% | $143,797-61.6% | $64,824-14.8% |
| Participation rate | 84.6% | 64.2%+20.3pp | 80.3%+4.3pp | 71.5%+13.1pp |
| Annual return | -14.57% | -10.05%-4.5pp | -0.04%-14.5pp | 32.84%-47.4pp |
| Employer contribution / active EE | $2,623 | $1,911+37.2% | $4,952-47.0% | $2,507+4.6% |
| Participant deferral / active EE | $3,526 | $2,647+33.2% | $5,638-37.5% | $4,311-18.2% |
| Admin fee / account holder | $157 | $154+2.3% | $14,679-98.9% | $188-16.2% |