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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $3,887 |
DOWNEAST PENSION SERVICES, INC.4+ years Service code 13 · EIN 01-0472857 41 CAMPUS DRIVE,SUITE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $50 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25 |
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 | $44,150 | $35,485+24.4% | $74,551-40.8% | $55,725-20.8% |
| Participation rate | 98.4% | 62.5%+35.9pp | 69.1%+29.3pp | 70.9%+27.6pp |
| Annual return | -1.08% | 0.72%-1.8pp | 32.53%-33.6pp | 244.93%-246.0pp |
| Employer contribution / active EE | $933 | $777+20.1% | $1,961-52.4% | $2,078-55.1% |
| Participant deferral / active EE | $2,355 | $2,181+8.0% | $3,108-24.2% | $3,356-29.8% |
| Admin fee / account holder | $33 | $114-70.9% | $5,059-99.3% | $115-71.2% |