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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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,458+4.6% | $102,184-13.5% | $64,340+37.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 82.6%+17.4pp | 55.2%+44.8pp |
| Annual return | 12.74% | 45.73%-33.0pp | 31.58%-18.8pp | 24.14%-11.4pp |
| Employer contribution / active EE | $2,402 | $2,412-0.4% | $3,594-33.2% | $1,862+29.0% |
| Participant deferral / active EE | $5,746 | $6,208-7.4% | $8,309-30.9% | $2,980+92.8% |
| Admin fee / account holder | $86 | $2,926-97.1% | $11,609-99.3% | $3,703-97.7% |