Filed April 1, 2019
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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC3+ years Service code 27 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Plan) | $10,126 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,000 |
DOWNEAST PENSION SERVICES, INC.3+ years Service code 13 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $2,275 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $491 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,105 | $55,453-49.3% | $170,442-83.5% | $62,292-54.9% |
| Participation rate | 60.0% | 66.4%-6.4pp | 83.6%-23.6pp | 69.5%-9.5pp |
| Annual return | 21.33% | 21.38%0pp | 205.93%-184.6pp | 28.90%-7.6pp |
| Employer contribution / active EE | $697 | $2,164-67.8% | $5,433-87.2% | $2,042-65.9% |
| Participant deferral / active EE | $2,593 | $2,303+12.6% | $4,939-47.5% | $3,169-18.2% |
| Admin fee / account holder | $225 | $455-50.5% | $13,880-98.4% | $479-53.0% |