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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,915 | $36,002-55.8% | $161,489-90.1% | $64,728-75.4% |
| Participation rate | 59.5% | 57.4%+2.1pp | 78.7%-19.2pp | 57.9%+1.6pp |
| Annual return | 16.51% | 33.93%-17.4pp | 89.72%-73.2pp | 49.38%-32.9pp |
| Employer contribution / active EE | $282 | $1,380-79.6% | $4,268-93.4% | $2,243-87.4% |
| Participant deferral / active EE | $1,854 | $1,815+2.2% | $5,630-67.1% | $2,729-32.1% |
| Admin fee / account holder | $158 | $931-83.0% | $16,006-99.0% | $1,145-86.2% |