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| Provider | Service type | Compensation |
|---|---|---|
KIMBERELY KEENAN2+ years Filed as: KIM KEENAN Service code 13 · EIN 01-0439781 | Contract Administrator | $51,597 |
PENSION FUND EVALUATIONS, INC.2+ years Service code 20 · EIN 11-2503982 | Trustee (individual) | $28,875 |
VAN MEER & BELANGER, P.A.2+ years Service code 29 · EIN 01-0441753 20 YORK ST · PORTLAND, ME 04101 | Legal | $16,996 |
I.B.E.W LOCAL 567 BUILDING CORP.2+ years Service code 99 · EIN 01-0443300 | Other Fees | $16,315 |
FILLER & ASSOCIATES P.A.2+ years Service code 10 · EIN 01-0378528 | Accounting | $12,622 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,550 |
LOCAL 1102 RWDSU2+ years Filed as: LOCAL 567 I.B.E.W Service code 14 · EIN 01-0439781 | Plan Administrator | $0 |
PROFIT PLANNERS LLC2+ years Filed as: PROFIT SHARING & 401(K) PLAN Service code 14 · EIN 01-0439781 | Plan Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $135,108 | $50,637+166.8% | $86,582+56.0% | $62,293+116.9% |
| Participation rate | 98.3% | 67.9%+30.4pp | 73.5%+24.8pp | 69.5%+28.8pp |
| Annual return | 12.97% | 20.80%-7.8pp | 965.08%-952.1pp | 28.90%-15.9pp |
| Employer contribution / active EE | $4,070 | $2,075+96.1% | $2,839+43.3% | $2,042+99.3% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $560 | $413+35.5% | $4,904-88.6% | $479+16.9% |