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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC2 years Filed as: SAGEPOINT FINANCIAL Service code 28 103 PARK ST · LEWISTON, ME 04240 | Investment Management | $32,443 |
NEWPORT GROUP, INC.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $20,117 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,042 | $122,063-24.6% | $184,256-50.0% | $74,478+23.6% |
| Participation rate | 68.4% | 85.5%-17.1pp | 86.8%-18.4pp | 67.2%+1.2pp |
| Annual return | 14.96% | 19.92%-5.0pp | 28.85%-13.9pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $2,288 | $4,539-49.6% | $6,427-64.4% | $2,626-12.9% |
| Participant deferral / active EE | $5,102 | $7,144-28.6% | $9,133-44.1% | $4,350+17.3% |
| Admin fee / account holder | $395 | $1,253-68.5% | $13,899-97.2% | $1,946-79.7% |