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| Provider | Service type | Compensation |
|---|---|---|
THE ASCENT GROUP, LLC4 years Filed as: THE ASCENT GROUP LLC Service code 27 192 BALLARD CT STE 400 · VIRGINIA BEACH, VA 23462 | Advisory (Plan) | $92,188 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $67,922 |
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 | $120,447 | $106,247+13.4% | $147,096-18.1% | $77,714+55.0% |
| Participation rate | 96.9% | 78.4%+18.5pp | 82.2%+14.7pp | 70.6%+26.3pp |
| Annual return | 16.43% | 56.87%-40.4pp | 419.75%-403.3pp | 31.26%-14.8pp |
| Employer contribution / active EE | $6,128 | $4,069+50.6% | $4,936+24.2% | $2,727+124.7% |
| Participant deferral / active EE | $16,091 | $7,996+101.2% | $8,071+99.4% | $4,649+246.1% |
| Admin fee / account holder | $357 | $338+5.7% | $13,005-97.3% | $433-17.5% |