Filed October 17, 1994
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,198 |
Filed as: CARLSON CAPITAL MANAGEMENT LLC Service code 27 11 BRIDGE SQUARE · NORTHFIELD, MN 55057 | Advisory (Plan) | $29,032 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 PO BOX 7398 · MADISON, WI 537077398 | Accounting | $3,400 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 99 5454 110TH ST · OVERLAND PARK, KS 66211 | Other Fees | $1,097 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,607 | $102,317+70.7% | $146,958+18.8% | $80,856+115.9% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.2%+5.8pp | 67.6%+20.4pp |
| Annual return | 14.36% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $507 | $3,713-86.4% | $4,933-89.7% | $2,755-81.6% |
| Participant deferral / active EE | $12,998 | $6,644+95.6% | $8,070+61.1% | $4,296+202.6% |
| Admin fee / account holder | $490 | $7,941-93.8% | $12,998-96.2% | $6,918-92.9% |