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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 04-1590850 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,307 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS-BPC Service code 13 · EIN 36-3036100 PO BOX 56018 · BOSTON, MA 02205 | Contract Administrator | $775 |
TBS AGENCY INC8+ years Service code 55 · EIN 52-1473914 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,292 | $46,292-58.3% | $143,757-86.6% | $64,808-70.2% |
| Participation rate | 19.8% | 64.2%-44.4pp | 80.3%-60.5pp | 71.5%-51.7pp |
| Annual return | -16.28% | -10.05%-6.2pp | -0.04%-16.2pp | 32.82%-49.1pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $772 | $2,646-70.8% | $5,637-86.3% | $4,310-82.1% |
| Admin fee / account holder | $108 | $154-29.5% | $14,673-99.3% | $188-42.3% |