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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) | $47,307 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,341 |
BEARD PENSION SERVICES, INC.7 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 | $3,645 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,760 | $99,168-16.5% | $96,534-14.3% | $74,460+11.1% |
| Participation rate | 89.1% | 80.7%+8.5pp | 76.0%+13.2pp | 70.7%+18.4pp |
| Annual return | 15.83% | 22.40%-6.6pp | 25.88%-10.0pp | 34.38%-18.5pp |
| Employer contribution / active EE | $2,912 | $2,570+13.3% | $2,965-1.8% | $2,638+10.4% |
| Participant deferral / active EE | $4,892 | $4,936-0.9% | $4,851+0.9% | $4,530+8.0% |
| Admin fee / account holder | $270 | $225+20.1% | $8,253-96.7% | $348-22.3% |