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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO.IF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,709 |
ASCENSUS LLC5 years Filed as: ADMIN PARTNERS Service code 13 | Contract Administrator | $5,041 |
ASCENSUS LLC2 years Filed as: ADMIN PARTNERS LLC Service code 13 200 LAKE DRIVE EAST SUITE 102 · CHERRY HILL, NJ 08002 | Contract Administrator | $551 |
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 | $88,364 | $97,698-9.6% | $126,068-29.9% | $69,733+26.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 84.7%+15.3pp | 62.5%+37.5pp |
| Annual return | 12.74% | 22.88%-10.1pp | 15.01%-2.3pp | 15.22%-2.5pp |
| Employer contribution / active EE | $2,402 | $2,577-6.8% | $3,968-39.5% | $2,250+6.7% |
| Participant deferral / active EE | $5,746 | $6,095-5.7% | $8,214-30.1% | $3,054+88.1% |
| Admin fee / account holder | $86 | $2,980-97.1% | $18,264-99.5% | $3,102-97.2% |