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| Provider | Service type | Compensation |
|---|---|---|
DOWNEAST PENSION SERVICES, INC.3+ years Service code 13 · EIN 01-0472857 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $5,670 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 · EIN 95-6817943 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $3,387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,634 | $71,666-30.7% | $117,861-57.9% | $69,631-28.7% |
| Participation rate | 58.1% | 77.5%-19.4pp | 79.7%-21.6pp | 70.7%-12.6pp |
| Annual return | 17.94% | 18.86%-0.9pp | 335.11%-317.2pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $1,823 | $1,889-3.5% | $3,786-51.9% | $2,032-10.3% |
| Participant deferral / active EE | $1,871 | $3,340-44.0% | $4,482-58.3% | $3,224-42.0% |
| Admin fee / account holder | $29 | $120-76.3% | $8,021-99.6% | $110-74.2% |