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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 | $83,002+6.5% | $98,090-9.9% | $64,097+37.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 81.5%+18.5pp | 55.2%+44.8pp |
| Annual return | 12.74% | 38.51%-25.8pp | 37.05%-24.3pp | 34.64%-21.9pp |
| Employer contribution / active EE | $2,402 | $2,749-12.6% | $3,606-33.4% | $1,891+27.0% |
| Participant deferral / active EE | $5,746 | $6,787-15.3% | $7,845-26.8% | $3,080+86.6% |
| Admin fee / account holder | $86 | $3,015-97.2% | $11,815-99.3% | $3,454-97.5% |