Filed April 1, 2019
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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC2+ years Service code 27 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Plan) | $7,444 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,102 |
DOWNEAST PENSION SERVICES, INC.2+ years Service code 13 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $1,642 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,921 | $46,732-51.0% | $156,549-85.4% | $55,167-58.5% |
| Participation rate | 55.6% | 65.8%-10.2pp | 84.0%-28.4pp | 69.0%-13.3pp |
| Annual return | 11.68% | 17.72%-6.0pp | 32.23%-20.5pp | 169.23%-157.5pp |
| Employer contribution / active EE | $519 | $2,105-75.3% | $5,501-90.6% | $1,963-73.5% |
| Participant deferral / active EE | $2,220 | $2,204+0.7% | $4,871-54.4% | $3,054-27.3% |
| Admin fee / account holder | $96 | $418-77.2% | $13,027-99.3% | $504-81.0% |