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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 · EIN 82-3719843 FUTUREPLAN BY ASCENSUS · SAN DIEGO, CA 92101 | Contract Administrator | $1,035 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 | Contract Administrator | $982 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,115 | $37,463+113.9% | $77,096+3.9% | $66,938+19.7% |
| Participation rate | 39.6% | 52.9%-13.3pp | 67.9%-28.3pp | 69.8%-30.2pp |
| Annual return | -15.21% | -3.25%-12.0pp | 42.35%-57.6pp | 1.58%-16.8pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $2,814-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,324 | $2,621-11.3% | $4,429-47.5% | $4,238-45.2% |
| Admin fee / account holder | $53 | $568-90.8% | $5,428-99.0% | $594-91.1% |