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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,276 |
VALMARK ADVISERS INC6 years Service code 27 130 SPRINGSIDE DRIVE STE 300 · AKRON, OH 44333 | Advisory (Plan) | $10,328 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 41 CAMPUS DR STE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $3,885 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $861 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,273 | $73,863-59.0% | $143,797-78.9% | $68,490-55.8% |
| Participation rate | 51.9% | 66.7%-14.8pp | 80.3%-28.5pp | 67.9%-16.0pp |
| Annual return | -17.54% | 0.91%-18.5pp | -0.04%-17.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $275 | $3,185-91.4% | $4,952-94.4% | $2,597-89.4% |
| Participant deferral / active EE | $2,267 | $3,385-33.0% | $5,638-59.8% | $4,028-43.7% |
| Admin fee / account holder | $365 | $5,756-93.7% | $14,679-97.5% | $5,403-93.2% |