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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS, INC DBA FUTUREPL Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $58,940 |
Service code 99 PO BOX 30918 · BILLINGS, MT 59116 | Other Fees | $54,834 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,625 |
KETEL THORSTENSON, LLP3 years Service code 10 PO BOX 3140 · RAPID CITY, SD 57709 | Accounting | $10,195 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,923 | $55,437+161.4% | $155,534-6.8% | $74,459+94.6% |
| Participation rate | 96.2% | 61.9%+34.3pp | 78.2%+18.0pp | 67.2%+29.0pp |
| Annual return | 12.93% | 269.58%-256.7pp | 64.92%-52.0pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $8,715 | $2,266+284.6% | $4,675+86.4% | $2,626+231.9% |
| Participant deferral / active EE | $7,989 | $2,837+181.6% | $5,630+41.9% | $4,350+83.7% |
| Admin fee / account holder | $638 | $1,742-63.4% | $15,900-96.0% | $1,945-67.2% |