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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Filed as: MAP RETIREMENT USA Service code 13 · EIN 45-4369278 | Contract Administrator | $6,900 |
ASCENSUS LLC3 years Filed as: MAP RETIREMENT USA LLC Service code 13 | Contract Administrator | $6,419 |
Filed as: EMPOWER ANNUITY INSURANCE OF AMERIC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $3,328 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,811 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,998 | $114,712-2.4% | $173,730-35.5% | $87,485+28.0% |
| Participation rate | 78.6% | 73.0%+5.6pp | 79.6%-1.0pp | 68.9%+9.6pp |
| Annual return | 6.92% | 20.18%-13.3pp | 19.96%-13.0pp | 26.06%-19.1pp |
| Employer contribution / active EE | $5,257 | $2,904+81.0% | $4,577+14.8% | $2,596+102.5% |
| Participant deferral / active EE | $3,539 | $4,642-23.8% | $6,326-44.1% | $4,274-17.2% |
| Admin fee / account holder | $128 | $10,210-98.7% | $17,523-99.3% | $7,775-98.3% |