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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $7,615 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $3,177 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $42,617 | $58,264-26.9% | $86,617-50.8% | $71,495-40.4% |
| Participation rate | 61.6% | 65.0%-3.4pp | 71.7%-10.1pp | 67.9%-6.3pp |
| Annual return | 14.54% | 21.63%-7.1pp | 591.91%-577.4pp | 28.85%-14.3pp |
| Employer contribution / active EE | $862 | $2,574-66.5% | $3,023-71.5% | $2,589-66.7% |
| Participant deferral / active EE | $2,645 | $3,436-23.0% | $4,437-40.4% | $4,291-38.4% |
| Admin fee / account holder | $5 | $1,057-99.5% | $5,613-99.9% | $1,588-99.7% |