Filed January 6, 2017 (most recent of 5 filings on file)
Total covered: 19 employees
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| Provider | Service type | Compensation |
|---|---|---|
COOK STREET CONSULTING7 years Filed as: COOK STREET CONSULTING INC Service code 99 5299 DTC BLVD · GREENWOOD VILLAGE, CO 80111 | Other Fees | $48,616 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,191 |
ASCENSUS LLC2 years Filed as: ADMIN PARTNERS LLC Service code 13 200 LAKE DRIVE EAST SUITE 102 · CHERRY HILL, NJ 08002 | Contract Administrator | $1,118 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,148 | $91,407+47.9% | $135,903-0.6% | $71,457+89.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 18.84% | 29.90%-11.1pp | 68.23%-49.4pp | 28.85%-10.0pp |
| Employer contribution / active EE | $8,659 | $3,703+133.8% | $4,856+78.3% | $2,588+234.6% |
| Participant deferral / active EE | $6,795 | $7,092-4.2% | $7,758-12.4% | $4,289+58.4% |
| Admin fee / account holder | $365 | $1,266-71.1% | $10,762-96.6% | $1,587-77.0% |