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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4800 DEER LAKE DR. E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $35,862 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $18,098 |
NBT BANCORP NA1 year Filed as: NBT BANK NA DBA DOWNEAST PENSION SE Service code 13 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Contract Administrator | $550 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,972 | $81,474+3.1% | $133,959-37.3% | $73,493+14.3% |
| Participation rate | 78.2% | 76.4%+1.9pp | 79.8%-1.6pp | 70.7%+7.5pp |
| Annual return | 18.38% | 19.40%-1.0pp | 45.09%-26.7pp | 28.51%-10.1pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,737 | $3,786+77.9% | $5,047+33.5% | $3,740+80.1% |
| Admin fee / account holder | $540 | $713-24.3% | $8,928-94.0% | $513+5.2% |