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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL TRUST COMPANY4 years Service code 27 4140 E STATE ST · HERMITAGE, PA 16148 | Advisory (Plan) | $14,978 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,330 |
Filed as: RETIREMENT PLAN SOLUTIONS INC Service code 13 535 KEISLER DRIVE · CARY, NC 27518 | Contract Administrator | $2,710 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $166 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,141 | $82,979-89.0% | $102,412-91.1% | $77,736-88.2% |
| Participation rate | 77.1% | 71.5%+5.5pp | 74.5%+2.6pp | 70.6%+6.5pp |
| Annual return | 11.35% | 19.11%-7.8pp | 24.94%-13.6pp | 31.26%-19.9pp |
| Employer contribution / active EE | $472 | $3,554-86.7% | $3,870-87.8% | $2,728-82.7% |
| Participant deferral / active EE | $1,503 | $4,109-63.4% | $5,060-70.3% | $4,651-67.7% |
| Admin fee / account holder | $84 | $639-86.9% | $8,388-99.0% | $433-80.7% |