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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,273 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $25,000 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS, INC. Service code 13 · EIN 82-3719843 DBA FUTUREPLAN ADMINISTRATIVE · SAN DIEGO, CA 92101 | Contract Administrator | $16,753 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 | Contract Administrator | $16,753 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
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 | $30,642 | $90,064-66.0% | $100,415-69.5% | $77,762-60.6% |
| Participation rate | 42.2% | 81.3%-39.0pp | 81.5%-39.3pp | 70.6%-28.3pp |
| Annual return | 18.21% | 20.61%-2.4pp | 49.47%-31.3pp | 31.27%-13.1pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $3,943-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,898 | $8,282-77.1% | $8,091-76.5% | $4,651-59.2% |
| Admin fee / account holder | $265 | $172+53.8% | $7,906-96.7% | $433-38.9% |