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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC4+ years Filed as: VALMARK ADVISORS Service code 26 366 US ROUTE ONE · FALMOUTH, ME 04105 | Advisory (Participants) | $13,616 |
Filed as: DOWNEAST PENSION SERVICES Service code 13 · EIN 01-0472857 41 CAMPUS DRIVE STE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $5,562 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 15 · EIN 82-4555287 | Recordkeeping | $1,113 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,792 | $65,092-63.4% | $143,799-83.5% | $66,938-64.5% |
| Participation rate | 53.8% | 65.2%-11.4pp | 80.3%-26.5pp | 69.8%-16.0pp |
| Annual return | -15.38% | -11.14%-4.2pp | -0.04%-15.3pp | 1.58%-17.0pp |
| Employer contribution / active EE | $378 | $2,362-84.0% | $4,952-92.4% | $2,545-85.1% |
| Participant deferral / active EE | $3,013 | $2,920+3.2% | $5,638-46.6% | $4,238-28.9% |
| Admin fee / account holder | $57 | $502-88.7% | $14,677-99.6% | $594-90.5% |