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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPERATIONS COMP Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $540 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 41 CAMPUS DR STE 302 · NEW GLOUCESTR, ME 04260 | Contract Administrator | $75 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,032 | $61,338-54.3% | $149,717-81.3% | $71,495-60.8% |
| Participation rate | 52.6% | 62.5%-9.9pp | 78.8%-26.2pp | 67.9%-15.3pp |
| Annual return | 15.96% | 35.86%-19.9pp | 134.41%-118.5pp | 28.85%-12.9pp |
| Employer contribution / active EE | $841 | $2,381-64.7% | $4,820-82.6% | $2,589-67.5% |
| Participant deferral / active EE | $1,017 | $2,919-65.2% | $5,682-82.1% | $4,291-76.3% |
| Admin fee / account holder | $118 | $1,263-90.7% | $13,213-99.1% | $1,588-92.6% |