Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $79,223+24.2% | $102,460-4.0% | $74,478+32.1% |
| Participation rate | 93.8% | 74.8%+19.1pp | 76.5%+17.3pp | 67.2%+26.6pp |
| Annual return | 13.07% | 54.98%-41.9pp | 29.47%-16.4pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $3,271 | $2,363+38.4% | $3,025+8.1% | $2,626+24.5% |
| Participant deferral / active EE | $5,372 | $4,417+21.6% | $5,056+6.2% | $4,350+23.5% |
| Admin fee / account holder | $301 | $2,003-85.0% | $9,460-96.8% | $1,946-84.5% |