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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 | $28,995 |
Service code 27 6465 GREENWOOD PLAZA BLVD · CENTENNIAL, CO 80111 | Advisory (Plan) | $9,018 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 PO BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $1,297 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS, INC. Service code 13 · EIN 82-3719843 200 DRYDEN ROAD · DRESHER, PA 19025 | Contract Administrator | $0 |
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.
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 | $20,859 | $64,612-67.7% | $86,439-75.9% | $64,814-67.8% |
| Participation rate | 47.3% | 81.5%-34.2pp | 80.3%-33.0pp | 71.5%-24.2pp |
| Annual return | -17.07% | 0.66%-17.7pp | 4395.55%-4412.6pp | 32.84%-49.9pp |
| Employer contribution / active EE | $0 | $2,744-100.0% | $3,769-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,731 | $7,497-76.9% | $6,952-75.1% | $4,310-59.8% |
| Admin fee / account holder | $118 | $169-30.1% | $6,732-98.2% | $188-37.1% |