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| Provider | Service type | Compensation |
|---|---|---|
VERRILL DANA LLP1 year Service code 29 ONE PORTLAND SQUARE · PORTLAND, ME 04112 | Legal | $23,759 |
Filed as: MEYERS BROTHERS KALICKA Service code 10 330 WHITNEY AVE · HOLYOKE, MA 01040 | Accounting | $15,200 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,114 |
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 | $179,793 | $63,905+181.3% | $74,184+142.4% | $57,658+211.8% |
| Participation rate | 94.0% | 79.8%+14.3pp | 76.6%+17.4pp | 70.2%+23.8pp |
| Annual return | 7.46% | 60.60%-53.1pp | 17.74%-10.3pp | 5.13%+2.3pp |
| Employer contribution / active EE | $5,812 | $1,840+215.8% | $2,370+145.2% | $1,974+194.4% |
| Participant deferral / active EE | $9,564 | $3,448+177.4% | $3,550+169.4% | $3,061+212.5% |
| Admin fee / account holder | $129 | $91+41.3% | $5,586-97.7% | $95+36.2% |