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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $9,072 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $3,613 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,771 | $60,261-15.7% | $81,783-37.9% | $74,546-31.9% |
| Participation rate | 52.0% | 62.9%-10.8pp | 72.4%-20.3pp | 67.2%-15.2pp |
| Annual return | 9.24% | 16.88%-7.6pp | 775.05%-765.8pp | 1366.03%-1356.8pp |
| Employer contribution / active EE | $737 | $2,622-71.9% | $2,913-74.7% | $2,624-71.9% |
| Participant deferral / active EE | $2,103 | $3,388-37.9% | $4,320-51.3% | $4,347-51.6% |
| Admin fee / account holder | $19 | $1,482-98.7% | $7,380-99.7% | $1,944-99.0% |