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 MANAGEMENT3 years Filed as: CARLSON CAPITAL MANAGEMENT LLC Service code 27 11 BRIDGE SQUARE · NORTHFIELD, MN 55057 | Advisory (Plan) | $22,500 |
ASCENSUS LLC5 years Filed as: ASCENSUS HOLDINGS INC Service code 13 | Contract Administrator | $9,861 |
ASCENSUS LLC5 years Filed as: ASCENSUS HOLDINGS, INC Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $5,395 |
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 | $45,237 | $68,914-34.4% | $136,749-66.9% | $74,304-39.1% |
| Participation rate | 79.8% | 51.3%+28.5pp | 72.1%+7.7pp | 60.3%+19.5pp |
| Annual return | 16.11% | 16.34%-0.2pp | 24.33%-8.2pp | 29.43%-13.3pp |
| Employer contribution / active EE | $474 | $1,561-69.7% | $3,400-86.1% | $2,241-78.9% |
| Participant deferral / active EE | $3,004 | $2,541+18.2% | $4,692-36.0% | $3,767-20.3% |
| Admin fee / account holder | $368 | $3,149-88.3% | $11,386-96.8% | $2,969-87.6% |