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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,339 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS-BPC Service code 13 · EIN 04-2746212 PO BOX 56018 · BOSTON, MA 02205 | Contract Administrator | $13,828 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $473 |
INVESTMENT PLANNERS INC2 years Service code 55 PO BOX 170 · DECATUR, IL 625250170 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,329 | $55,470-61.5% | $155,556-86.3% | $74,478-71.4% |
| Participation rate | 65.3% | 61.9%+3.4pp | 78.2%-12.9pp | 67.2%-1.9pp |
| Annual return | 15.13% | 269.80%-254.7pp | 64.84%-49.7pp | 1370.56%-1355.4pp |
| Employer contribution / active EE | $1,123 | $2,267-50.5% | $4,675-76.0% | $2,626-57.3% |
| Participant deferral / active EE | $1,273 | $2,838-55.2% | $5,631-77.4% | $4,350-70.7% |
| Admin fee / account holder | $192 | $1,744-89.0% | $15,885-98.8% | $1,946-90.1% |