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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $394 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,366 | $26,549-12.0% | $61,452-62.0% | $66,938-65.1% |
| Participation rate | 9.4% | 38.1%-28.7pp | 52.6%-43.2pp | 69.8%-60.4pp |
| Annual return | -19.00% | -16.21%-2.8pp | 338.96%-358.0pp | 1.58%-20.6pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,160-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $354 | $1,338-73.5% | $2,125-83.3% | $4,238-91.6% |
| Admin fee / account holder | $18 | $409-95.5% | $2,131-99.1% | $594-96.9% |