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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $17,177 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,099 |
HAYS COMPANIES1 year Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 27 80 S 8TH ST, STE 700 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $6,265 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INC MORNINGSTAR ASSOC Service code 99 5904 PAYSPERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $923 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,006 | $62,686-88.8% | $178,505-96.1% | $77,762-91.0% |
| Participation rate | 39.8% | 66.9%-27.1pp | 77.1%-37.3pp | 70.6%-30.8pp |
| Annual return | 12.16% | 16.16%-4.0pp | 27.16%-15.0pp | 31.27%-19.1pp |
| Employer contribution / active EE | $312 | $1,914-83.7% | $3,955-92.1% | $2,728-88.6% |
| Participant deferral / active EE | $1,289 | $4,224-69.5% | $6,280-79.5% | $4,651-72.3% |
| Admin fee / account holder | $46 | $386-88.2% | $10,428-99.6% | $433-89.5% |