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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,541 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS LLC Service code 13 200 LAKE DRIVE EAST SUITE 102 · CHERRY HILL, NJ 08002 | Contract Administrator | $645 |
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 | $74,903 | $79,003-5.2% | $100,398-25.4% | $74,400+0.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 14.32% | 20.62%-6.3pp | 49.32%-35.0pp | 1367.51%-1353.2pp |
| Employer contribution / active EE | $2,559 | $3,015-15.1% | $3,946-35.2% | $2,624-2.5% |
| Participant deferral / active EE | $4,838 | $7,752-37.6% | $8,084-40.2% | $4,348+11.3% |
| Admin fee / account holder | $46 | $1,331-96.5% | $7,893-99.4% | $1,944-97.6% |