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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MSI FINANCIAL SERVICES, INC. Service code 55 200 CLAREDON ST., SUITE 19 · BOSTON, MA 021165039 | Other Commissions | $5,218 |
DOWNEAST PENSION SERVICES, INC.2+ years Service code 13 41 CAMPUS DRIVE, SUITE 302 · NEW GLOUCESTER, ME 042605108 | Contract Administrator | $3,900 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,263 |
Filed as: FIDELITY INV INST OPERATIONS COMP Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,158 |
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 | $34,682 | $46,732-25.8% | $156,551-77.8% | $55,167-37.1% |
| Participation rate | 91.8% | 65.8%+26.0pp | 84.0%+7.8pp | 69.0%+22.8pp |
| Annual return | 6.43% | 17.72%-11.3pp | 32.23%-25.8pp | 169.23%-162.8pp |
| Employer contribution / active EE | $963 | $2,105-54.3% | $5,501-82.5% | $1,963-51.0% |
| Participant deferral / active EE | $1,294 | $2,204-41.3% | $4,871-73.4% | $3,054-57.6% |
| Admin fee / account holder | $35 | $418-91.6% | $13,028-99.7% | $504-93.0% |