Filed October 4, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MAPLE CAPITAL MANAGEMENT INC Service code 27 535 STONE CUTTERS WY · MONTPELIER, VT 05602 | Advisory (Plan) | $36,403 |
THE FINWAY GROUP1 year Filed as: THE FINWAY GROUP LLC Service code 99 5625 MILLS CIVIC PKWY STE 101 · WEST DES MOINES, IA 50266 | Other Fees | $30,785 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,247 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Other Fees | $13,355 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,426 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,949 | $82,917-18.1% | $103,333-34.2% | $77,643-12.5% |
| Participation rate | 92.6% | 71.6%+21.1pp | 74.5%+18.1pp | 70.6%+22.1pp |
| Annual return | 26.35% | 19.13%+7.2pp | 24.88%+1.5pp | 31.24%-4.9pp |
| Employer contribution / active EE | $8,579 | $3,552+141.5% | $3,868+121.8% | $2,726+214.7% |
| Participant deferral / active EE | $7,864 | $4,108+91.4% | $5,057+55.5% | $4,647+69.2% |
| Admin fee / account holder | $19 | $638-97.0% | $8,355-99.8% | $430-95.6% |