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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS, INC. Service code 13 · EIN 82-3719843 200 DRYDEN ROAD · DRESHER, PA 19025 | Contract Administrator | $6,950 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $4,959 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $65 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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 | $40,397 | $64,176-37.1% | $112,249-64.0% | $66,938-39.7% |
| Participation rate | 33.5% | 68.4%-34.9pp | 75.1%-41.5pp | 69.8%-36.3pp |
| Annual return | -15.71% | -13.80%-1.9pp | 27.48%-43.2pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,107 | $3,007-63.2% | $3,636-69.6% | $2,545-56.5% |
| Participant deferral / active EE | $1,584 | $3,694-57.1% | $4,729-66.5% | $4,238-62.6% |
| Admin fee / account holder | $248 | $626-60.4% | $6,412-96.1% | $594-58.3% |