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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8518 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,607 |
VANTAGE FINANCIAL GROUP4 years Filed as: VANTAGE FINANCIAL GROUP, INC Service code 27 6200 ROCKSIDE ROAD · CLEVELAND, OH 44131 | Advisory (Plan) | $13,780 |
THE VANGUARD GROUP, INC.1 year Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $10,801 |
MEADEN & MOORE, LTD.1 year Service code 10 1375 E. NINTH ST · CLEVELAND, OH 44194 | Accounting | $6,005 |
Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 202 MONTROSE WEST AVE · AKRON, OH 44321 | Contract Administrator | $3,369 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8518 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,217 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,339 | $88,117-61.0% | $164,928-79.2% | $74,400-53.8% |
| Participation rate | 82.9% | 73.1%+9.8pp | 78.6%+4.2pp | 67.2%+15.6pp |
| Annual return | 18.44% | 17.27%+1.2pp | 70.08%-51.6pp | 1367.51%-1349.1pp |
| Employer contribution / active EE | $1,385 | $2,596-46.6% | $4,343-68.1% | $2,624-47.2% |
| Participant deferral / active EE | $4,883 | $4,501+8.5% | $6,034-19.1% | $4,348+12.3% |
| Admin fee / account holder | $241 | $2,230-89.2% | $12,684-98.1% | $1,944-87.6% |