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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $11,284 |
Filed as: DOWNEAST PENSION SERVICES Service code 49 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Other Services | $4,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,923 | $40,435-77.9% | $80,627-88.9% | $74,460-88.0% |
| Participation rate | 26.7% | 47.4%-20.7pp | 67.0%-40.3pp | 70.7%-44.1pp |
| Annual return | 13.82% | 165.19%-151.4pp | 936.76%-922.9pp | 34.38%-20.6pp |
| Employer contribution / active EE | $241 | $1,498-83.9% | $2,723-91.2% | $2,638-90.9% |
| Participant deferral / active EE | $835 | $2,673-68.8% | $4,443-81.2% | $4,530-81.6% |
| Admin fee / account holder | $117 | $721-83.8% | $5,381-97.8% | $348-66.5% |