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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,600 | $61,356-2.9% | $149,696-60.2% | $71,511-16.7% |
| Participation rate | 65.5% | 62.5%+3.0pp | 78.8%-13.2pp | 67.9%-2.4pp |
| Annual return | 17.21% | 35.86%-18.7pp | 134.46%-117.2pp | 28.86%-11.6pp |
| Employer contribution / active EE | $1,281 | $2,382-46.2% | $4,821-73.4% | $2,589-50.5% |
| Participant deferral / active EE | $4,558 | $2,920+56.1% | $5,682-19.8% | $4,291+6.2% |
| Admin fee / account holder | $360 | $1,263-71.5% | $13,212-97.3% | $1,588-77.3% |