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| Provider | Service type | Compensation |
|---|---|---|
DOWNEAST PENSION SERVICES, INC.1+ years Service code 13 41 CAMPUS DR., SUITE 302 · NEW GLOUCESTER, ME 042605108 | Contract Administrator | $1,275 |
Filed as: FIDELITY INV INST OPERATIONS COMP Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,260 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $525 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $100 |
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 | $29,778 | $46,360-35.8% | $147,617-79.8% | $52,331-43.1% |
| Participation rate | 78.4% | 64.9%+13.4pp | 84.6%-6.2pp | 68.1%+10.3pp |
| Annual return | 2.81% | 1.62%+1.2pp | 61.98%-59.2pp | 4.54%-1.7pp |
| Employer contribution / active EE | $1,180 | $2,126-44.5% | $5,564-78.8% | $1,882-37.3% |
| Participant deferral / active EE | $1,272 | $2,258-43.6% | $4,895-74.0% | $3,022-57.9% |
| Admin fee / account holder | $16 | $766-97.9% | $11,612-99.9% | $592-97.3% |