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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $136,662 |
ASCENSUS LLC3 years Filed as: ADMIN PARTNERS LLC Service code 13 200 LAKE DRIVE EAST SUITE 102 · CHERRY HILL, NJ 08002 | Contract Administrator | $38,285 |
ASCENSUS LLC6 years Filed as: ADMIN PARTNERS, LLC Service code 13 | Contract Administrator | $30,020 |
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,261 | $65,960-82.9% | $81,882-86.2% | $77,762-85.5% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.4%+27.6pp | 70.6%+29.4pp |
| Annual return | 11.61% | 26.64%-15.0pp | 779.47%-767.9pp | 31.27%-19.7pp |
| Employer contribution / active EE | $1,315 | $2,375-44.6% | $2,916-54.9% | $2,728-51.8% |
| Participant deferral / active EE | $1,248 | $3,505-64.4% | $4,323-71.1% | $4,651-73.2% |
| Admin fee / account holder | $143 | $526-72.9% | $7,360-98.1% | $433-67.0% |