Filed April 1, 2019
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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC11+ years Service code 27 130 SPRINGSIDE DR · AKRON, OH 44333 | Advisory (Plan) | $25,433 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,695 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,701 |
NBT BANCORP NA1 year Filed as: NBT BANK NA DBA TPA EXPERTS Service code 13 | Contract Administrator | $5,972 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 41 CAMPUS DR · NEW GLOUCESTER, ME 04260 | Contract Administrator | $2,130 |
CARON & BLETZER, PLLC1 year Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $601 |
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 | $73,880 | $43,496+69.9% | $161,489-54.3% | $64,340+14.8% |
| Participation rate | 72.5% | 53.5%+19.0pp | 78.7%-6.2pp | 55.2%+17.3pp |
| Annual return | 14.50% | 20.76%-6.3pp | 89.72%-75.2pp | 24.14%-9.6pp |
| Employer contribution / active EE | $1,470 | $1,431+2.8% | $4,268-65.6% | $1,862-21.0% |
| Participant deferral / active EE | $5,441 | $1,996+172.6% | $5,630-3.4% | $2,980+82.6% |
| Admin fee / account holder | $462 | $2,330-80.2% | $16,006-97.1% | $3,703-87.5% |