Filed November 17, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DOWNEAST PENSION SERVICES, INC.1+ years Service code 14 · EIN 01-0472857 41 CAMPUS DRIVE, SUITE 302 · NEW GLOUCESTER, ME 04260 | Plan Administrator | $16,509 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $868 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $140,592-100.0% | $123,105-100.0% | $125,389-100.0% |
| Participation rate | 0.0% | 88.2%-88.2pp | 86.8%-86.8pp | 83.2%-83.2pp |
| Annual return | -74.26% | 16.80%-91.1pp | 13.22%-87.5pp | 282.24%-356.5pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |