Filed April 1, 2019
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC11+ years Service code 27 130 SPRINGSIDE DR · AKRON, OH 44333 | Advisory (Plan) | $25,433 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,695 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,701 |
NBT BANCORP NA1 year Filed as: NBT BANK NA DBA TPA EXPERTS Service code 13 | Contract Administrator | $5,972 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 41 CAMPUS DR · NEW GLOUCESTER, ME 04260 | Contract Administrator | $2,130 |
CARON & BLETZER, PLLC1 year Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $601 |
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 | $73,880 | $49,915+48.0% | $154,803-52.3% | $74,304-0.6% |
| Participation rate | 72.5% | 54.0%+18.6pp | 78.1%-5.5pp | 60.3%+12.2pp |
| Annual return | 14.50% | 34.06%-19.6pp | 58.88%-44.4pp | 29.43%-14.9pp |
| Employer contribution / active EE | $1,470 | $1,611-8.7% | $4,305-65.8% | $2,241-34.4% |
| Participant deferral / active EE | $5,441 | $2,255+141.3% | $5,540-1.8% | $3,767+44.4% |
| Admin fee / account holder | $462 | $2,189-78.9% | $14,329-96.8% | $2,969-84.5% |