Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $4,793 |
DOWNEAST PENSION SERVICES, INC.3+ years Service code 13 · EIN 01-0472857 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,113 | $48,064-8.2% | $78,778-44.0% | $69,631-36.6% |
| Participation rate | 99.7% | 61.6%+38.1pp | 69.2%+30.5pp | 70.7%+29.0pp |
| Annual return | 11.01% | 21.81%-10.8pp | 35.62%-24.6pp | 27571.02%-27560.0pp |
| Employer contribution / active EE | $940 | $744+26.4% | $1,986-52.6% | $2,032-53.7% |
| Participant deferral / active EE | $2,133 | $2,079+2.6% | $2,958-27.9% | $3,224-33.8% |
| Admin fee / account holder | $33 | $152-78.6% | $5,134-99.4% | $110-70.5% |