Filed April 22, 2019
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| Provider | Service type | Compensation |
|---|---|---|
PARK CAPITAL MANAGEMENT LLC6 years Service code 27 PO BOX 258009 · MADISON, WI 53725 | Advisory (Plan) | $42,134 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,979 |
PEAK RETIREMENT GROUP1 year Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $12,025 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,420 |
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 | $94,628 | $102,553-7.7% | $151,611-37.6% | $66,914+41.4% |
| Participation rate | 98.7% | 85.5%+13.2pp | 87.5%+11.2pp | 69.8%+28.9pp |
| Annual return | -16.40% | -10.82%-5.6pp | 3.33%-19.7pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,841 | $4,180-32.0% | $6,166-53.9% | $2,544+11.7% |
| Participant deferral / active EE | $7,082 | $6,641+6.6% | $8,363-15.3% | $4,237+67.2% |
| Admin fee / account holder | $339 | $630-46.2% | $11,616-97.1% | $593-42.9% |