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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 | $24,029 |
INVESTMENT PLANNERS INC1 year Service code 55 PO BOX 170 · DECATUR, IL 625250170 | Other Commissions | $12,162 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS-BPC Service code 13 · EIN 04-2746212 PO BOX 56018 · BOSTON, MA 02205 | Contract Administrator | $4,050 |
Filed as: MML INSURANCE AGENCY LLC Service code 55 1295 STATE STREET · INDIANAPOLIS, IN 46240 | Other Commissions | $1,146 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $465 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5 |
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 | $22,988 | $61,338-62.5% | $149,717-84.6% | $71,495-67.8% |
| Participation rate | 51.2% | 62.5%-11.3pp | 78.8%-27.6pp | 67.9%-16.7pp |
| Annual return | 14.05% | 35.86%-21.8pp | 134.41%-120.4pp | 28.85%-14.8pp |
| Employer contribution / active EE | $1,057 | $2,381-55.6% | $4,820-78.1% | $2,589-59.2% |
| Participant deferral / active EE | $1,293 | $2,919-55.7% | $5,682-77.3% | $4,291-69.9% |
| Admin fee / account holder | $166 | $1,263-86.9% | $13,213-98.7% | $1,588-89.6% |