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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,541 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $9,454 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC Service code 13 | Contract Administrator | $1,891 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,303 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 101 W BROADWAY SUITE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $460 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,408 | $59,813-15.7% | $79,580-36.7% | $68,486-26.4% |
| Participation rate | 67.0% | 61.1%+6.0pp | 69.5%-2.4pp | 67.9%-0.8pp |
| Annual return | -15.50% | -12.30%-3.2pp | 0.15%-15.7pp | -7.85%-7.6pp |
| Employer contribution / active EE | $1,606 | $1,505+6.7% | $2,413-33.5% | $2,597-38.2% |
| Participant deferral / active EE | $1,683 | $3,024-44.4% | $3,985-57.8% | $4,028-58.2% |
| Admin fee / account holder | $164 | $4,835-96.6% | $6,835-97.6% | $5,404-97.0% |