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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 | $14,320 |
Filed as: RICHARDS INCORPORATED TRG Service code 27 INVESTMENT ADVISORS, LLC · BRATTLEBORO, VT 05302 | Advisory (Plan) | $7,302 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 · EIN 82-3719843 FUTUREPLAN BY ASCENSUS · SAN DIEGO, CA 92101 | Contract Administrator | $270 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,479 | $46,697-24.0% | $117,533-69.8% | $68,486-48.2% |
| Participation rate | 42.3% | 56.8%-14.5pp | 70.6%-28.3pp | 67.9%-25.6pp |
| Annual return | -14.85% | -14.52%-0.3pp | 29.77%-44.6pp | -7.85%-7.0pp |
| Employer contribution / active EE | $1,570 | $1,506+4.3% | $4,179-62.4% | $2,597-39.5% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,072-100.0% | $4,028-100.0% |
| Admin fee / account holder | $370 | $4,023-90.8% | $5,647-93.5% | $5,404-93.2% |