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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) | $50,136 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 41 CAMPUS DR STE 302 · NEW GLOUCESTR, ME 042605115 | Contract Administrator | $4,600 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,738 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,724 | $47,180+28.7% | $149,723-59.4% | $74,473-18.5% |
| Participation rate | 82.6% | 63.4%+19.1pp | 78.8%+3.8pp | 70.7%+11.8pp |
| Annual return | 17.45% | 22.75%-5.3pp | 134.50%-117.0pp | 34.36%-16.9pp |
| Employer contribution / active EE | $2,477 | $1,907+29.9% | $4,821-48.6% | $2,638-6.1% |
| Participant deferral / active EE | $3,569 | $2,730+30.7% | $5,682-37.2% | $4,530-21.2% |
| Admin fee / account holder | $174 | $343-49.3% | $13,215-98.7% | $347-49.9% |