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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 34-1660652 3701 BOARDMAN-CANFIELD RD. SUITE 1 · CANFIELD, OH 44406 | Advisory (Plan) | $54,844 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,667 |
BEARD PENSION SERVICES, INC.8 years Service code 13 · EIN 34-1760227 3701 BOARDMAN-CANFIELD RD. SUITE 1 · CANFIELD, OH 44406 | Contract Administrator | $5,300 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,319 |
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 | $98,409 | $79,181+24.3% | $102,423-3.9% | $74,429+32.2% |
| Participation rate | 93.8% | 74.8%+19.1pp | 76.5%+17.3pp | 67.2%+26.6pp |
| Annual return | 13.07% | 54.97%-41.9pp | 29.42%-16.4pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $3,271 | $2,362+38.5% | $3,023+8.2% | $2,625+24.6% |
| Participant deferral / active EE | $5,372 | $4,416+21.7% | $5,054+6.3% | $4,348+23.5% |
| Admin fee / account holder | $301 | $2,002-85.0% | $9,455-96.8% | $1,944-84.5% |