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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78,208 |
MARINER LLC6 years Filed as: MARINER RETIREMENT ADVISORS Service code 27 · EIN 61-1740806 | Advisory (Plan) | $38,032 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 225 SOUTH SIXTH STREET · MINNEAPOLIS, MN 55402 | Accounting | $13,842 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 99 | Other Fees | $13,426 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS DBA FUTUREPLAN Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $2,220 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 WAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,720 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $1,494 |
ASCENSUS LLC2 years Filed as: ASCENSUS INC Service code 99 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,783 | $91,695-5.4% | $67,575+28.4% | $77,736+11.6% |
| Participation rate | 71.2% | 76.0%-4.8pp | 72.9%-1.7pp | 70.6%+0.6pp |
| Annual return | 11.90% | 14.88%-3.0pp | 3528.98%-3517.1pp | 31.26%-19.4pp |
| Employer contribution / active EE | $3,295 | $3,189+3.3% | $2,736+20.4% | $2,728+20.8% |
| Participant deferral / active EE | $3,955 | $3,912+1.1% | $4,003-1.2% | $4,651-15.0% |
| Admin fee / account holder | $187 | $245-23.4% | $3,993-95.3% | $433-56.8% |