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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $36,311 |
L M KOHN & COMPANY6+ years Service code 27 10151 CARVER ROAD SUITE 100 · CINCINNATI, OH 45242 | Advisory (Plan) | $16,637 |
NBT BANCORP NA1 year Filed as: NBT BANK NA DBA DOWNEAST PENSION SE Service code 13 | Contract Administrator | $8,559 |
NBT BANCORP NA1 year Filed as: NBT BANK NA DBA DOWNEAST PENSION SR Service code 13 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Contract Administrator | $950 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,878 | $66,813+21.1% | $100,535-19.6% | $73,497+10.0% |
| Participation rate | 85.8% | 77.5%+8.4pp | 79.4%+6.4pp | 70.7%+15.2pp |
| Annual return | 26.03% | 25.70%+0.3pp | 30.90%-4.9pp | 28.51%-2.5pp |
| Employer contribution / active EE | $1,346 | $2,147-37.3% | $3,419-60.6% | $2,270-40.7% |
| Participant deferral / active EE | $7,878 | $5,883+33.9% | $6,271+25.6% | $3,740+110.7% |
| Admin fee / account holder | $284 | $512-44.6% | $8,085-96.5% | $513-44.7% |