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| Provider | Service type | Compensation |
|---|---|---|
THE ASCENT GROUP, LLC5 years Filed as: THE ASCENT GROUP LLC Service code 27 192 BALLARD CT STE 400 · VIRGINIA BEACH, VA 23462 | Advisory (Plan) | $88,334 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78,978 |
CHARLES W. SNADER, P.C.1 year Filed as: CHARLES W SNADER PC Service code 99 237 HANBURY RD E STE 17 BOX 615 · CHESAPEAKE, VA 23322 | Other Fees | $3,325 |
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 | $144,360 | $88,360+63.4% | $145,433-0.7% | $67,986+112.3% |
| Participation rate | 96.8% | 65.5%+31.4pp | 82.1%+14.7pp | 57.2%+39.6pp |
| Annual return | 14.84% | 63.15%-48.3pp | 66.58%-51.7pp | 31.67%-16.8pp |
| Employer contribution / active EE | $7,501 | $3,054+145.6% | $4,554+64.7% | $2,019+271.6% |
| Participant deferral / active EE | $20,807 | $5,932+250.8% | $7,897+163.5% | $3,358+519.6% |
| Admin fee / account holder | $499 | $3,313-84.9% | $13,129-96.2% | $3,203-84.4% |