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| Provider | Service type | Compensation |
|---|---|---|
THE ASCENT GROUP, LLC3 years Filed as: THE ASCENT GROUP LLC Service code 27 192 BALLARD CT STE 400 · VIRGINIA BEACH, VA 23462 | Advisory (Plan) | $76,539 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,006 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,019 | $95,369+1.7% | $135,942-28.6% | $74,440+30.3% |
| Participation rate | 96.5% | 78.2%+18.3pp | 81.9%+14.6pp | 70.7%+25.7pp |
| Annual return | 22.24% | 32.72%-10.5pp | 68.28%-46.0pp | 34.37%-12.1pp |
| Employer contribution / active EE | $5,221 | $3,878+34.6% | $4,858+7.5% | $2,638+97.9% |
| Participant deferral / active EE | $12,719 | $7,788+63.3% | $7,759+63.9% | $4,529+180.9% |
| Admin fee / account holder | $278 | $266+4.4% | $10,764-97.4% | $348-20.0% |