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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $22,550 |
Filed as: MASSMUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $15,359 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NC 08534 | Advisory (Plan) | $8,409 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $3,562 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,609 | $65,083-25.3% | $143,788-66.2% | $66,930-27.4% |
| Participation rate | 72.5% | 65.2%+7.3pp | 80.3%-7.8pp | 69.8%+2.7pp |
| Annual return | -17.05% | -11.13%-5.9pp | -0.03%-17.0pp | 1.57%-18.6pp |
| Employer contribution / active EE | $3,184 | $2,361+34.8% | $4,952-35.7% | $2,545+25.1% |
| Participant deferral / active EE | $3,867 | $2,920+32.4% | $5,638-31.4% | $4,238-8.7% |
| Admin fee / account holder | $242 | $502-51.8% | $14,675-98.3% | $593-59.2% |