Filed May 31, 2024 (most recent of 3 filings on file)
Total covered: 750 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,735 |
VALMARK ADVISERS INC1+ years Filed as: VALMARK ADVISORS, INC. Service code 27 130 SPRINGSIDE DRIVE, SUITE 300 · AKRON, OH 44333 | Advisory (Plan) | $7,970 |
DOWNEAST PENSION SERVICES, INC.1+ years Service code 13 | Contract Administrator | $3,187 |
DOWNEAST PENSION SERVICES, INC.1+ years Filed as: DOWNEAST PENSION SERVICES Service code 13 · EIN 01-0472857 41 CAMPUS DRIVE, SUITE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $1,850 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $127,096-100.0% | $105,736-100.0% | $135,381-100.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 76.3%-76.3pp | 82.6%-82.6pp |
| Annual return | -98.40% | 4.49%-102.9pp | 6.27%-104.7pp | 519.81%-618.2pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |