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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,344 |
Service code 27 · EIN 36-4540515 1127B HENDERSONVILLE RD · ASHEVILLE, NC 28803 | Advisory (Plan) | $17,828 |
ASCENSUS LLC4 years Filed as: DWC ERISA CONSULTANTS, LLC Service code 13 · EIN 26-2091417 PO BOX 241267 · ST. PAUL, MN 55124 | Contract Administrator | $2,853 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,835 | $55,470-73.3% | $155,556-90.5% | $74,478-80.1% |
| Participation rate | 92.0% | 61.9%+30.1pp | 78.2%+13.8pp | 67.2%+24.8pp |
| Annual return | 12.68% | 269.80%-257.1pp | 64.84%-52.2pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $980 | $2,267-56.8% | $4,675-79.0% | $2,626-62.7% |
| Participant deferral / active EE | $1,618 | $2,838-43.0% | $5,631-71.3% | $4,350-62.8% |
| Admin fee / account holder | $122 | $1,744-93.0% | $15,885-99.2% | $1,946-93.7% |