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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,801 |
VALMARK ADVISERS INC4 years Service code 27 130 SPRINGSIDE DRIVE STE 300 · AKRON, OH 44333 | Advisory (Plan) | $8,685 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 CAMPUS DR STE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $5,717 |
DOWNEAST PENSION SERVICES, INC.5+ years Service code 13 | Contract Administrator | $1,737 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,455 | $91,198-67.7% | $178,503-83.5% | $79,856-63.1% |
| Participation rate | 51.6% | 69.2%-17.6pp | 81.9%-30.4pp | 69.6%-18.1pp |
| Annual return | 14.20% | 24.20%-10.0pp | 151.12%-136.9pp | 31.71%-17.5pp |
| Employer contribution / active EE | $254 | $3,257-92.2% | $5,011-94.9% | $2,471-89.7% |
| Participant deferral / active EE | $1,806 | $3,237-44.2% | $5,202-65.3% | $3,741-51.7% |
| Admin fee / account holder | $346 | $6,748-94.9% | $13,987-97.5% | $5,306-93.5% |