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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) | $47,871 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,851 |
BEARD PENSION SERVICES, INC.6 years Service code 13 · EIN 34-1760227 3701 BOARDMAN-CANFIELD RD. SUITE 1 · CANFIELD, OH 44406 | Contract Administrator | $5,600 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,838 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,871 | $72,303-3.4% | $86,698-19.4% | $64,819+7.8% |
| Participation rate | 94.5% | 80.4%+14.0pp | 76.6%+17.9pp | 71.5%+23.0pp |
| Annual return | -17.32% | 392.77%-410.1pp | 35.95%-53.3pp | 32.84%-50.2pp |
| Employer contribution / active EE | $2,881 | $2,393+20.4% | $2,837+1.6% | $2,507+14.9% |
| Participant deferral / active EE | $4,807 | $4,660+3.2% | $4,656+3.2% | $4,311+11.5% |
| Admin fee / account holder | $266 | $174+52.8% | $7,493-96.5% | $188+41.5% |