Filed April 1, 2019
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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC9+ years Service code 27 130 SPRINGSIDE DR · AKRON, OH 44333 | Advisory (Plan) | $22,497 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,705 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,364 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 41 CAMPUS DR · NEW GLOUCESTER, ME 04260 | Contract Administrator | $6,917 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,600 | $61,272-2.7% | $149,673-60.2% | $71,457-16.6% |
| Participation rate | 65.5% | 62.5%+3.0pp | 78.8%-13.2pp | 67.9%-2.4pp |
| Annual return | 17.21% | 35.85%-18.6pp | 134.42%-117.2pp | 28.85%-11.6pp |
| Employer contribution / active EE | $1,281 | $2,378-46.1% | $4,818-73.4% | $2,588-50.5% |
| Participant deferral / active EE | $4,558 | $2,917+56.2% | $5,680-19.8% | $4,289+6.3% |
| Admin fee / account holder | $360 | $1,261-71.4% | $13,210-97.3% | $1,587-77.3% |