See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $48,864 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD GROUP · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,081 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,753 |
NBT BANCORP NA1 year Filed as: NBT BANK NA DBA TPA EXPERTS Service code 13 2 EXECUTIVE PARK DRIVE STE 100 · BEDFORD, NH 03110 | Contract Administrator | $12,500 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 | Contract Administrator | $2,500 |
DOWNEAST PENSION SERVICES, INC.11+ years Service code 13 · EIN 01-0472857 41 CAMPUS DRIVE, SUITE #302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $950 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,829 | $57,831+6.9% | $82,389-25.0% | $85,563-27.7% |
| Participation rate | 92.4% | 55.0%+37.4pp | 69.5%+22.8pp | 66.0%+26.4pp |
| Annual return | 12.48% | 17.86%-5.4pp | 28.67%-16.2pp | 31.51%-19.0pp |
| Employer contribution / active EE | $884 | $1,643-46.2% | $2,517-64.9% | $2,654-66.7% |
| Participant deferral / active EE | $4,881 | $3,118+56.5% | $4,155+17.5% | $4,375+11.6% |
| Admin fee / account holder | $261 | $1,391-81.2% | $7,231-96.4% | $834-68.7% |