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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $72,851 |
SAGE ADVISORY SERVICES5 years Filed as: SAGE VIEW ADVISORY GROUP,LLC Service code 27 · EIN 33-0818667 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $40,153 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $13,687 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,708 | $29,525-33.3% | $56,033-64.8% | $77,736-74.6% |
| Participation rate | 92.5% | 32.7%+59.9pp | 52.5%+40.0pp | 70.6%+21.9pp |
| Annual return | 11.53% | 18.90%-7.4pp | 1711.38%-1699.8pp | 31.26%-19.7pp |
| Employer contribution / active EE | $746 | $569+31.1% | $1,041-28.3% | $2,728-72.6% |
| Participant deferral / active EE | $1,671 | $1,062+57.4% | $1,954-14.5% | $4,651-64.1% |
| Admin fee / account holder | $115 | $1,040-88.9% | $2,827-95.9% | $433-73.5% |