Filed May 2, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PENOBSCOT VALLEY HOSPITAL1+ years Service code 99 PO BOX 368 · LINCOLN, ME 04457 | Other Fees | $24,834 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $465 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $225 |
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.
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 | $38,184 | $46,360-17.6% | $147,617-74.1% | $52,331-27.0% |
| Participation rate | 41.0% | 64.9%-23.9pp | 84.6%-43.6pp | 68.1%-27.1pp |
| Annual return | 1.34% | 1.62%-0.3pp | 61.98%-60.6pp | 4.54%-3.2pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,017 | $2,258-10.6% | $4,895-58.8% | $3,022-33.2% |
| Admin fee / account holder | $153 | $766-80.1% | $11,612-98.7% | $592-74.2% |