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 | $62,777 |
BAIRD FUNDS4 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 55 777 E WISCONSIN AVE · MILWAUKEE, WI 53201 | Other Commissions | $30,444 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,229 |
TRINITY PENSION CONSULTANTS6 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 | Contract Administrator | $6,403 |
TRINITY PENSION CONSULTANTS6 years Service code 13 · EIN 20-4548831 202 MONTROSE WEST AVE, SUITE 310 · COPLEY, OH 44321 | Contract Administrator | $5,220 |
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 | $19,804 | $46,292-57.2% | $143,757-86.2% | $64,808-69.4% |
| Participation rate | 60.2% | 64.2%-4.0pp | 80.3%-20.1pp | 71.5%-11.2pp |
| Annual return | -12.26% | -10.05%-2.2pp | -0.04%-12.2pp | 32.82%-45.1pp |
| Employer contribution / active EE | $801 | $1,910-58.1% | $4,951-83.8% | $2,506-68.0% |
| Participant deferral / active EE | $2,305 | $2,646-12.9% | $5,637-59.1% | $4,310-46.5% |
| Admin fee / account holder | $229 | $154+48.7% | $14,673-98.4% | $188+21.8% |