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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC6+ years Filed as: VALMARK ADVISORS Service code 17 366 US ROUTE ONE · FALMOUTH, ME 04105 | Pension Consulting | $22,340 |
TPA CORPORATION1 year Filed as: THE TPA EXPERTS Service code 10 · EIN 01-0472857 41 CAMPUS DRIVE STE 302 · NEW GLOUCESTER, ME 04260 | Accounting | $975 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 15 · EIN 82-4555287 | Recordkeeping | $375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,705 | $55,470-37.4% | $155,556-77.7% | $74,478-53.4% |
| Participation rate | 64.0% | 61.9%+2.1pp | 78.2%-14.2pp | 67.2%-3.2pp |
| Annual return | 17.45% | 269.80%-252.4pp | 64.84%-47.4pp | 1370.56%-1353.1pp |
| Employer contribution / active EE | $1,370 | $2,267-39.6% | $4,675-70.7% | $2,626-47.8% |
| Participant deferral / active EE | $3,801 | $2,838+33.9% | $5,631-32.5% | $4,350-12.6% |
| Admin fee / account holder | $8 | $1,744-99.5% | $15,885-99.9% | $1,946-99.6% |