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| Provider | Service type | Compensation |
|---|---|---|
CARLSON CAPITAL MANAGEMENT3 years Filed as: CARSON CAPITAL MANAGEMENT LLC Service code 27 · EIN 41-1689533 11 BRIDGE SQUARE · NORTHFIELD, MN 55057 | Advisory (Plan) | $24,219 |
THE FINWAY GROUP3 years Filed as: THE FINWAY GROUP LLC Service code 13 5625 MILLS CIVIC PKWY STE 101 · WEST DES MOINES, IA 50266 | Contract Administrator | $18,486 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,293 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,924 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,456 | $80,781-61.1% | $102,437-69.3% | $74,478-57.8% |
| Participation rate | 85.2% | 65.7%+19.5pp | 74.5%+10.7pp | 67.2%+17.9pp |
| Annual return | 10.27% | 27.58%-17.3pp | 24.95%-14.7pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $1,250 | $3,160-60.5% | $3,871-67.7% | $2,626-52.4% |
| Participant deferral / active EE | $2,709 | $3,862-29.9% | $5,060-46.5% | $4,350-37.7% |
| Admin fee / account holder | $311 | $2,372-86.9% | $8,388-96.3% | $1,946-84.0% |