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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $58,418 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,186 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,495 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $1,300 |
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 | $218,466 | $101,539+115.2% | $147,041+48.6% | $74,400+193.6% |
| Participation rate | 97.5% | 75.5%+21.9pp | 82.2%+15.3pp | 67.2%+30.2pp |
| Annual return | 15.05% | 8740.84%-8725.8pp | 419.21%-404.2pp | 1367.51%-1352.5pp |
| Employer contribution / active EE | $9,219 | $3,811+141.9% | $4,935+86.8% | $2,624+251.3% |
| Participant deferral / active EE | $12,325 | $7,304+68.8% | $8,071+52.7% | $4,348+183.5% |
| Admin fee / account holder | $1,106 | $1,749-36.8% | $13,006-91.5% | $1,944-43.1% |