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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,586 | $50,815-49.6% | $155,509-83.5% | $77,643-67.0% |
| Participation rate | 64.5% | 63.1%+1.4pp | 78.2%-13.7pp | 70.6%-6.0pp |
| Annual return | 23.62% | 34.80%-11.2pp | 64.67%-41.0pp | 31.24%-7.6pp |
| Employer contribution / active EE | $826 | $1,993-58.5% | $4,672-82.3% | $2,726-69.7% |
| Participant deferral / active EE | $2,429 | $2,822-13.9% | $5,626-56.8% | $4,647-47.7% |
| Admin fee / account holder | $225 | $437-48.4% | $15,912-98.6% | $430-47.6% |