Filed January 26, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $68,593 |
GREENSPRING ADVISORS, LLC5 years Filed as: GREENSPRING ADVISORS LLC Service code 27 1 W PENNSYLVANIA AVE STE 500 · TOWSON, MD 212045052 | Advisory (Plan) | $49,228 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,211 |
BD & COMPANY INC4 years Service code 10 11155 RED RUN BLVD STE 410 · OWINGS MILLS, MD 21117 | Accounting | $9,000 |
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.
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 | $95,818 | $88,890+7.8% | $102,423-6.4% | $77,643+23.4% |
| Participation rate | 95.8% | 80.9%+14.9pp | 76.5%+19.3pp | 70.6%+25.2pp |
| Annual return | 10.20% | 24.98%-14.8pp | 29.32%-19.1pp | 31.24%-21.0pp |
| Employer contribution / active EE | $2,839 | $2,698+5.2% | $3,023-6.1% | $2,726+4.1% |
| Participant deferral / active EE | $5,204 | $5,145+1.1% | $5,053+3.0% | $4,647+12.0% |
| Admin fee / account holder | $356 | $235+51.1% | $9,451-96.2% | $430-17.4% |