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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 FUTUREPLAN ADMINISTRATIV · SAN DIEGO, CA 92101 | Contract Administrator | $22,145 |
Service code 13 3411 SILVERSIDE RD · WILMINGTON, DE 19810 | Contract Administrator | $6,077 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,537 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,743 | $59,467-36.5% | $93,727-59.7% | $74,478-49.3% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 19.55% | 82.14%-62.6pp | 133.83%-114.3pp | 1370.56%-1351.0pp |
| Employer contribution / active EE | $478 | $1,267-62.2% | $2,421-80.2% | $2,626-81.8% |
| Participant deferral / active EE | $713 | $3,052-76.6% | $4,417-83.9% | $4,350-83.6% |
| Admin fee / account holder | $143 | $3,028-95.3% | $8,292-98.3% | $1,946-92.6% |