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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 13 · EIN 82-3719843 | Contract Administrator | $1,335 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $267 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 13 · EIN 84-0467907 | Contract Administrator | $163 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,787 | $37,463-63.2% | $77,100-82.1% | $66,949-79.4% |
| Participation rate | 24.8% | 52.9%-28.1pp | 67.9%-43.1pp | 69.8%-45.0pp |
| Annual return | -13.19% | -3.25%-9.9pp | 42.35%-55.5pp | 1.57%-14.8pp |
| Employer contribution / active EE | $505 | $1,535-67.1% | $2,815-82.1% | $2,545-80.2% |
| Participant deferral / active EE | $1,187 | $2,621-54.7% | $4,430-73.2% | $4,239-72.0% |
| Admin fee / account holder | $29 | $568-94.8% | $5,443-99.5% | $594-95.1% |