Filed November 17, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,771 |
EVERHART ADVISORS2 years Filed as: EVERHART FINANCIAL GROUP INC Service code 27 535 METRO PL S · DUBLIN, OH 43017 | Advisory (Plan) | $16,110 |
TRINITY PENSION CONSULTANTS8 years Service code 13 202 MONTROSE W AVE · AKRON, OH 44321 | Contract Administrator | $4,118 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,645 | $58,911+36.9% | $129,384-37.7% | $77,736+3.7% |
| Participation rate | 13.0% | 59.4%-46.5pp | 69.6%-56.7pp | 70.6%-57.6pp |
| Annual return | 13.56% | 24.75%-11.2pp | 9461.77%-9448.2pp | 31.26%-17.7pp |
| Employer contribution / active EE | $446 | $1,955-77.2% | $4,153-89.3% | $2,728-83.6% |
| Participant deferral / active EE | $930 | $3,220-71.1% | $4,166-77.7% | $4,651-80.0% |
| Admin fee / account holder | $237 | $592-59.9% | $7,686-96.9% | $433-45.3% |