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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $590 |
DOWNEAST PENSION SERVICES, INC.4+ years Service code 12 · EIN 01-0472857 41 CAMPUS DRIVE, SUITE 302 · NEW GLOUCESTER, ME 042605155 | Claims processing; Recordkeeping and ... | $0 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL, LLC Service code 26 · EIN 04-3046611 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ASSOCIATES, INC. USA Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,314 | $73,102-57.2% | $123,553-74.7% | $56,289-44.4% |
| Participation rate | 48.4% | 74.3%-26.0pp | 82.3%-33.9pp | 69.9%-21.5pp |
| Annual return | -5.68% | 3.01%-8.7pp | 119.21%-124.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $307 | $2,977-89.7% | $4,628-93.4% | $2,111-85.5% |
| Participant deferral / active EE | $3,182 | $5,423-41.3% | $6,426-50.5% | $3,350-5.0% |
| Admin fee / account holder | $457 | $554-17.5% | $9,284-95.1% | $521-12.3% |