Filed November 14, 1997
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
FARMERS TRUST COMPANY1 year Filed as: FARMERS TRUST CO DBA NATIONAL ASSOC Service code 13 · EIN 34-1853512 22720 FAIRVIEW CENTER DR · FAIRVIEW PARK, OH 44126 | Contract Administrator | $16,565 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,503 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $411 |
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 | $43,185 | $53,546-19.3% | $69,884-38.2% | $68,486-36.9% |
| Participation rate | 47.2% | 64.5%-17.3pp | 70.5%-23.3pp | 67.9%-20.7pp |
| Annual return | -15.50% | -13.87%-1.6pp | 190.81%-206.3pp | -7.85%-7.6pp |
| Employer contribution / active EE | $467 | $2,019-76.9% | $2,560-81.8% | $2,597-82.0% |
| Participant deferral / active EE | $1,361 | $2,957-54.0% | $3,848-64.6% | $4,028-66.2% |
| Admin fee / account holder | $362 | $4,693-92.3% | $6,266-94.2% | $5,404-93.3% |