Filed February 6, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,805 |
ASCENSUS LLC2 years Filed as: ASCENSUS INC Service code 99 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $7,324 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $3,420 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $339 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,103 | $91,695-17.0% | $67,575+12.6% | $77,736-2.1% |
| Participation rate | 50.7% | 76.0%-25.3pp | 72.9%-22.2pp | 70.6%-19.9pp |
| Annual return | 16.46% | 14.88%+1.6pp | 3528.98%-3512.5pp | 31.26%-14.8pp |
| Employer contribution / active EE | $1,437 | $3,189-54.9% | $2,736-47.5% | $2,728-47.3% |
| Participant deferral / active EE | $2,352 | $3,912-39.9% | $4,003-41.3% | $4,651-49.4% |
| Admin fee / account holder | $87 | $245-64.3% | $3,993-97.8% | $433-79.8% |