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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,743 |
VALMARK ADVISERS INC7 years Filed as: VALMARK ADVISERS, INC. Service code 27 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Plan) | $22,838 |
Service code 13 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $8,762 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,957 | $65,061-12.5% | $143,757-60.4% | $66,914-14.9% |
| Participation rate | 47.2% | 65.2%-17.9pp | 80.3%-33.1pp | 69.8%-22.6pp |
| Annual return | -18.39% | -11.14%-7.3pp | -0.04%-18.3pp | 1.58%-20.0pp |
| Employer contribution / active EE | $923 | $2,361-60.9% | $4,951-81.4% | $2,544-63.7% |
| Participant deferral / active EE | $2,451 | $2,919-16.0% | $5,637-56.5% | $4,237-42.2% |
| Admin fee / account holder | $379 | $502-24.4% | $14,673-97.4% | $593-36.1% |