Filed June 12, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,568 |
VALMARK ADVISERS INC2 years Filed as: VALMARK ADVISERS Service code 27 130 SPRINGSIDE DRIVE, SUITE 300 · AKRON, OH 44333 | Advisory (Plan) | $22,090 |
Filed as: DOWNEAST PENSION SERVICES Service code 13 41 CAMPUS DRIVE, SUITE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $2,075 |
NBT BANCORP NA1 year Filed as: NBT BANK NA DBA TPA EXPERTS Service code 13 | Contract Administrator | $775 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN - APS Service code 13 · EIN 35-1140070 | Contract Administrator | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,915 | $46,464-65.7% | $150,298-89.4% | $79,634-80.0% |
| Participation rate | 59.5% | 57.0%+2.6pp | 77.8%-18.2pp | 62.5%-2.9pp |
| Annual return | 16.51% | 27.89%-11.4pp | 62.79%-46.3pp | 36.46%-20.0pp |
| Employer contribution / active EE | $282 | $1,512-81.3% | $4,154-93.2% | $2,529-88.8% |
| Participant deferral / active EE | $1,854 | $2,157-14.0% | $5,453-66.0% | $3,835-51.6% |
| Admin fee / account holder | $158 | $891-82.3% | $14,116-98.9% | $1,002-84.2% |