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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS - KRAVITZ Service code 13 · EIN 82-3719843 C/O FUTUREPLAN · KANSAS CITY, MO 64121 | Contract Administrator | $40,074 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $20,095 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $3,455 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $505 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,561 | $49,451-76.6% | $79,576-85.5% | $66,930-82.7% |
| Participation rate | 90.4% | 61.3%+29.1pp | 69.5%+21.0pp | 69.8%+20.6pp |
| Annual return | -18.91% | 84.25%-103.2pp | 0.15%-19.1pp | 1.57%-20.5pp |
| Employer contribution / active EE | $1,534 | $1,266+21.2% | $2,413-36.4% | $2,545-39.7% |
| Participant deferral / active EE | $3,176 | $3,159+0.6% | $3,985-20.3% | $4,238-25.1% |
| Admin fee / account holder | $5 | $595-99.1% | $6,834-99.9% | $593-99.1% |