Filed April 1, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,809 |
VALMARK ADVISERS INC10+ years Service code 27 130 SPRINGSIDE DR · AKRON, OH 44333 | Advisory (Plan) | $19,531 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,970 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 41 CAMPUS DR · NEW GLOUCESTER, ME 04260 | Contract Administrator | $8,321 |
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 | $68,666 | $55,446+23.8% | $155,574-55.9% | $74,429-7.7% |
| Participation rate | 69.4% | 61.9%+7.5pp | 78.2%-8.8pp | 67.2%+2.2pp |
| Annual return | 15.61% | 269.20%-253.6pp | 64.87%-49.3pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $1,385 | $2,266-38.9% | $4,676-70.4% | $2,625-47.2% |
| Participant deferral / active EE | $5,282 | $2,836+86.3% | $5,629-6.2% | $4,348+21.5% |
| Admin fee / account holder | $429 | $1,743-75.4% | $15,914-97.3% | $1,944-77.9% |