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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 | $49,379 |
MARINER LLC1 year Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 · EIN 61-1740806 5700 WEST 112TH ST STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $42,867 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 99 | Other Fees | $15,619 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS DBA FUTUREPLAN Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $7,070 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 WAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,612 |
ASCENSUS LLC3 years Filed as: ASCENSUS INC Service code 99 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $0 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 30-1413443 225 SOUTH SIXTH STREET · MINNEAPOLIS, MN 55402 | Accounting | $0 |
BKD, LLP2 years Filed as: BKD LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $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 | $94,535 | $93,351+1.3% | $62,929+50.2% | $79,634+18.7% |
| Participation rate | 75.8% | 74.6%+1.2pp | 73.1%+2.7pp | 62.5%+13.3pp |
| Annual return | 14.29% | 14.37%-0.1pp | 1063.93%-1049.6pp | 36.46%-22.2pp |
| Employer contribution / active EE | $2,796 | $3,135-10.8% | $2,505+11.6% | $2,529+10.5% |
| Participant deferral / active EE | $4,342 | $3,921+10.7% | $3,888+11.7% | $3,835+13.2% |
| Admin fee / account holder | $186 | $229-18.9% | $5,065-96.3% | $1,002-81.4% |