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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $27,770 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,976 |
DOWNEAST PENSION SERVICES, INC.5+ years Service code 13 · EIN 01-0472857 41 CAMPUS DRIVE,SUITE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $15,384 |
ALBIN RANDALL & BENNETT1 year Service code 10 · EIN 01-0448006 130 MIDDLE ST 3RD FL · PORTLAND, ME 04101 | Accounting | $10,320 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $476 |
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 | $51,960 | $40,174+29.3% | $84,021-38.2% | $67,579-23.1% |
| Participation rate | 98.1% | 62.7%+35.5pp | 69.0%+29.1pp | 71.3%+26.9pp |
| Annual return | 19.38% | 25.82%-6.4pp | 71.32%-51.9pp | 378.56%-359.2pp |
| Employer contribution / active EE | $886 | $808+9.8% | $1,984-55.3% | $2,148-58.7% |
| Participant deferral / active EE | $2,419 | $2,301+5.1% | $3,239-25.3% | $3,539-31.7% |
| Admin fee / account holder | $248 | $128+93.5% | $6,102-95.9% | $142+74.5% |