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 | $67,473 |
BAIRD FUNDS5 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 55 777 E WISCONSIN AVE · MILWAUKEE, WI 53201 | Other Commissions | $33,274 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,039 |
TRINITY PENSION CONSULTANTS7 years Service code 13 · EIN 20-4548831 202 MONTROSE WEST AVE, SUITE 310 · COPLEY, OH 44321 | Contract Administrator | $8,710 |
TRINITY PENSION CONSULTANTS7 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 | Contract Administrator | $7,190 |
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 | $21,814 | $47,163-53.7% | $149,696-85.4% | $74,460-70.7% |
| Participation rate | 63.6% | 63.4%+0.2pp | 78.8%-15.1pp | 70.7%-7.1pp |
| Annual return | 22.41% | 22.75%-0.3pp | 134.46%-112.1pp | 34.38%-12.0pp |
| Employer contribution / active EE | $754 | $1,907-60.4% | $4,821-84.4% | $2,638-71.4% |
| Participant deferral / active EE | $2,316 | $2,730-15.2% | $5,682-59.2% | $4,530-48.9% |
| Admin fee / account holder | $210 | $343-38.6% | $13,212-98.4% | $348-39.5% |