Filed February 2, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $83,108 |
BAIRD FUNDS6 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 55 777 E WISCONSIN AVE · MILWAUKEE, WI 53201 | Other Commissions | $41,891 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,543 |
TRINITY PENSION CONSULTANTS8 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 | Contract Administrator | $9,359 |
TRINITY PENSION CONSULTANTS8 years Service code 13 · EIN 20-4548831 202 MONTROSE WEST AVE, SUITE 310 · COPLEY, OH 44321 | Contract Administrator | $7,130 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,586 | $50,860-49.7% | $155,574-83.6% | $77,714-67.1% |
| Participation rate | 64.5% | 63.1%+1.4pp | 78.2%-13.7pp | 70.6%-6.1pp |
| Annual return | 23.62% | 34.86%-11.2pp | 64.87%-41.2pp | 31.26%-7.6pp |
| Employer contribution / active EE | $826 | $1,991-58.5% | $4,676-82.3% | $2,727-69.7% |
| Participant deferral / active EE | $2,429 | $2,825-14.0% | $5,629-56.8% | $4,649-47.7% |
| Admin fee / account holder | $225 | $436-48.4% | $15,914-98.6% | $433-48.0% |