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| Provider | Service type | Compensation |
|---|---|---|
DOWNEAST PENSION SERVICES, INC.2+ years Service code 13 · EIN 01-0472857 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $6,681 | $46,072-85.5% | $69,779-90.4% | $55,167-87.9% |
| Participation rate | 95.9% | 67.5%+28.4pp | 71.8%+24.1pp | 69.0%+26.9pp |
| Annual return | 6.40% | 8.68%-2.3pp | 12.99%-6.6pp | 169.23%-162.8pp |
| Employer contribution / active EE | $894 | $1,500-40.4% | $2,338-61.8% | $1,963-54.4% |
| Participant deferral / active EE | $341 | $2,344-85.5% | $2,931-88.4% | $3,054-88.8% |
| Admin fee / account holder | $13 | $428-97.0% | $4,381-99.7% | $504-97.4% |