Filed April 1, 2019
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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC6+ years Service code 27 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Plan) | $17,144 |
DOWNEAST PENSION SERVICES, INC.6+ years Service code 13 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $4,185 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,029 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,962 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,864 | $58,895-22.1% | $178,503-74.3% | $73,497-37.6% |
| Participation rate | 69.6% | 66.2%+3.3pp | 81.9%-12.4pp | 70.7%-1.1pp |
| Annual return | 19.81% | 24.86%-5.1pp | 151.12%-131.3pp | 28.51%-8.7pp |
| Employer contribution / active EE | $1,192 | $2,236-46.7% | $5,011-76.2% | $2,270-47.5% |
| Participant deferral / active EE | $3,828 | $2,567+49.1% | $5,202-26.4% | $3,740+2.4% |
| Admin fee / account holder | $213 | $400-46.7% | $13,987-98.5% | $513-58.4% |