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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: RETIREMENT MANAGEMENT SERVICES LLC Service code 13 905 LILY CREEK RD · LOUISVILLE, KY 40243 | Contract Administrator | $2,725 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,788 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,508 | $102,553-66.4% | $151,611-77.2% | $66,914-48.4% |
| Participation rate | 96.7% | 85.5%+11.2pp | 87.5%+9.2pp | 69.8%+26.9pp |
| Annual return | -18.15% | -10.82%-7.3pp | 3.33%-21.5pp | 1.58%-19.7pp |
| Employer contribution / active EE | $2,569 | $4,180-38.5% | $6,166-58.3% | $2,544+1.0% |
| Participant deferral / active EE | $3,720 | $6,641-44.0% | $8,363-55.5% | $4,237-12.2% |
| Admin fee / account holder | $2 | $630-99.7% | $11,616-100.0% | $593-99.6% |