Filed February 4, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $537,366 |
EVERHART ADVISORS3 years Filed as: EVERHART FINANCIAL GROUP INC. Service code 27 · EIN 81-1449683 5200 RINGS RD · DUBLIN, OH 43017 | Advisory (Plan) | $470,065 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $402,139 |
DCSRETIRE INC1 year Filed as: DCSRETIRE, INC Service code 13 · EIN 93-3925318 220 COUNTY ROAD 310 WEST · JACKSONVILLE, FL 32259 | Contract Administrator | $232,889 |
DCSRETIRE INC1 year Filed as: DCSRETIRE INC. Service code 13 | Contract Administrator | $167,149 |
HANCOCK ASKEW & CO., LLP3 years Filed as: HANCOCK ASKEW & CO. LLP Service code 10 100 RIVERVIEW DRIVE · SAVANNAH, GA 31404 | Accounting | $46,770 |
Filed as: KATHMERE CAPITAL MGT LLC Service code 27 435 DEVON PARK DR STE 715 · WAYNE, PA 190871946 | Advisory (Plan) | $23,364 |
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP INC Service code 99 5200 RINGS RD · DUBLIN, OH 43017 | Other Fees | $18,420 |
HOBART PRIVATE CAPITAL LLC3 years Service code 27 7733 BALLANTYNE COMMONS PARKWAY · CHARLOTTE, NC 28277 | Advisory (Plan) | $17,166 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 95-2834236 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $15,048 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,837 | $99,314-48.8% | $81,844-37.9% | $99,314-48.8% |
| Participation rate | 51.7% | 71.7%-20.0pp | 72.4%-20.7pp | 71.7%-20.0pp |
| Annual return | 17.53% | 17.67%-0.1pp | 778.87%-761.3pp | 17.67%-0.1pp |
| Employer contribution / active EE | $1,107 | $3,264-66.1% | $2,916-62.0% | $3,264-66.1% |
| Participant deferral / active EE | $2,309 | $5,346-56.8% | $4,323-46.6% | $5,346-56.8% |
| Admin fee / account holder | $332 | $109+204.4% | $7,355-95.5% | $109+204.4% |