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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: MAP RETIREMENT USA Service code 13 · EIN 45-4369278 | Contract Administrator | $6,940 |
ASCENSUS LLC2 years Filed as: MAP RETIREMENT USA LLC Service code 13 | Contract Administrator | $6,651 |
Filed as: EMPOWER ANNUITY INSURANCE OF AMERIC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $2,995 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,069 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,869 | $88,203+55.2% | $165,100-17.1% | $74,478+83.8% |
| Participation rate | 80.2% | 73.1%+7.1pp | 78.6%+1.6pp | 67.2%+13.0pp |
| Annual return | 17.65% | 17.13%+0.5pp | 70.21%-52.6pp | 1370.56%-1352.9pp |
| Employer contribution / active EE | $4,206 | $2,601+61.7% | $4,348-3.3% | $2,626+60.2% |
| Participant deferral / active EE | $3,479 | $4,505-22.8% | $6,035-42.4% | $4,350-20.0% |
| Admin fee / account holder | $27 | $2,235-98.8% | $12,696-99.8% | $1,946-98.6% |