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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $87,940 |
Service code 33 · EIN 94-1737782 | Securities brokerage | $80,104 |
Service code 27 P.O. BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $45,000 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS, INC. DBA FUTURE Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $33,783 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $569,491 | $81,358+600.0% | $155,556+266.1% | $80,959+603.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 18.67% | 33.39%-14.7pp | 64.84%-46.2pp | 35.67%-17.0pp |
| Employer contribution / active EE | $33,094 | $3,106+965.4% | $4,675+607.8% | $2,757+1100.3% |
| Participant deferral / active EE | $21,225 | $3,455+514.2% | $5,631+276.9% | $4,300+393.6% |
| Admin fee / account holder | $2,139 | $7,994-73.2% | $15,885-86.5% | $6,925-69.1% |