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| Provider | Service type | Compensation |
|---|---|---|
DOWNEAST PENSION SERVICES, INC.3+ years Service code 13 41 CAMPUS DRIVE, SUITE 302 · NEW GLOUCESTER, ME 042605108 | Contract Administrator | $2,329 |
Filed as: FIDELITY INV INST OPERATIONS COMP Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $972 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $760 |
MSI FINANCIAL SERVICES INC.2 years Filed as: MSI FINANCIAL SERVICES, INC. Service code 55 200 CLAREDON ST., SUITE 19 · BOSTON, MA 021165039 | Other Commissions | $0 |
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 | $38,334 | $55,453-30.9% | $170,435-77.5% | $62,293-38.5% |
| Participation rate | 87.2% | 66.4%+20.8pp | 83.6%+3.6pp | 69.5%+17.7pp |
| Annual return | 17.04% | 21.38%-4.3pp | 205.94%-188.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $924 | $2,164-57.3% | $5,432-83.0% | $2,042-54.8% |
| Participant deferral / active EE | $1,357 | $2,303-41.1% | $4,939-72.5% | $3,169-57.2% |
| Admin fee / account holder | $21 | $455-95.3% | $13,881-99.8% | $479-95.5% |