Filed April 1, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $45,343+62.9% | $150,298-50.8% | $67,986+8.7% |
| Participation rate | 72.5% | 51.9%+20.7pp | 77.8%-5.2pp | 57.2%+15.3pp |
| Annual return | 14.50% | 33.28%-18.8pp | 62.79%-48.3pp | 31.67%-17.2pp |
| Employer contribution / active EE | $1,470 | $1,462+0.6% | $4,154-64.6% | $2,019-27.2% |
| Participant deferral / active EE | $5,441 | $2,055+164.8% | $5,453-0.2% | $3,358+62.0% |
| Admin fee / account holder | $462 | $2,250-79.5% | $14,116-96.7% | $3,203-85.6% |