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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $4,052 |
DOWNEAST PENSION SERVICES, INC.2+ years Service code 13 · EIN 01-0472857 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $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 | $41,899 | $37,044+13.1% | $71,796-41.6% | $57,658-27.3% |
| Participation rate | 99.3% | 61.1%+38.2pp | 69.1%+30.2pp | 70.2%+29.1pp |
| Annual return | 7.47% | 12.64%-5.2pp | 78.04%-70.6pp | 5.13%+2.3pp |
| Employer contribution / active EE | $1,010 | $720+40.3% | $1,924-47.5% | $1,974-48.8% |
| Participant deferral / active EE | $2,199 | $1,974+11.4% | $2,794-21.3% | $3,061-28.2% |
| Admin fee / account holder | $31 | $101-69.1% | $4,815-99.4% | $95-67.0% |