Filed February 2, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST/EMPOWER Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $46,243 |
BAIRD INSURANCE SERVICES INC2 years Filed as: HILLIARD LYONS LLC Service code 55 · EIN 30-0450751 | Other Commissions | $19,172 |
TRINITY PENSION CONSULTANTS2 years Service code 13 · EIN 20-4548831 | Contract Administrator | $2,070 |
TRINITY PENSION CONSULTANTS2 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 | Contract Administrator | $597 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,478 | $37,196-34.2% | $154,111-84.1% | $55,725-56.1% |
| Participation rate | 44.1% | 64.1%-20.0pp | 83.0%-39.0pp | 70.9%-26.8pp |
| Annual return | -6.45% | 1319.68%-1326.1pp | 735.18%-741.6pp | 244.93%-251.4pp |
| Employer contribution / active EE | $444 | $1,614-72.5% | $5,298-91.6% | $2,078-78.6% |
| Participant deferral / active EE | $1,206 | $2,068-41.7% | $5,081-76.3% | $3,356-64.1% |
| Admin fee / account holder | $470 | $102+362.2% | $13,411-96.5% | $115+307.6% |