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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4+ years Filed as: FRANCIS INVESTMENT COUNSEL, LLC Service code 27 · EIN 90-0142264 | Advisory (Plan) | $104,190 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $65,996 |
BAKER TILLY US, LLP4+ years Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $13,883 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,402 | $42,901+124.7% | $91,227+5.7% | $64,824+48.7% |
| Participation rate | 97.3% | 68.1%+29.1pp | 73.2%+24.1pp | 71.5%+25.8pp |
| Annual return | -14.95% | -13.53%-1.4pp | 114.14%-129.1pp | 32.84%-47.8pp |
| Employer contribution / active EE | $3,560 | $1,571+126.6% | $2,851+24.9% | $2,507+42.0% |
| Participant deferral / active EE | $5,810 | $3,501+66.0% | $4,234+37.2% | $4,311+34.8% |
| Admin fee / account holder | $293 | $131+123.7% | $5,423-94.6% | $188+56.1% |