Filed January 25, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,292 |
CARLSON CAPITAL MANAGEMENT2 years Filed as: CARLSON CAPITAL MANAGEMENT LLC Service code 27 11 BRIDGE SQUARE · NORTHFIELD, MN 55057 | Advisory (Plan) | $22,500 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC Service code 13 | Contract Administrator | $9,861 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS, INC Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $5,395 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,139 | $62,393-37.3% | $120,580-67.5% | $74,478-47.4% |
| Participation rate | 84.6% | 56.8%+27.9pp | 72.0%+12.7pp | 67.2%+17.4pp |
| Annual return | 15.70% | 18.61%-2.9pp | 107.48%-91.8pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $361 | $1,845-80.4% | $3,469-89.6% | $2,626-86.2% |
| Participant deferral / active EE | $2,880 | $2,886-0.2% | $4,995-42.3% | $4,350-33.8% |
| Admin fee / account holder | $342 | $2,396-85.7% | $9,418-96.4% | $1,946-82.4% |