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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ERISA SERVICES MIDWEST, LLC Service code 13 PO BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $58,054 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,367 |
Service code 27 4745 W 135TH ST · LEAWOOD, KS 66224 | Advisory (Plan) | $23,996 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,361 | $50,902-75.7% | $155,534-92.1% | $77,736-84.1% |
| Participation rate | 80.2% | 63.1%+17.1pp | 78.2%+2.0pp | 70.6%+9.6pp |
| Annual return | 9.51% | 34.85%-25.3pp | 64.92%-55.4pp | 31.26%-21.7pp |
| Employer contribution / active EE | $681 | $1,991-65.8% | $4,675-85.4% | $2,728-75.0% |
| Participant deferral / active EE | $2,164 | $2,824-23.4% | $5,630-61.6% | $4,651-53.5% |
| Admin fee / account holder | $112 | $437-74.3% | $15,900-99.3% | $433-74.1% |