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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS INC Service code 99 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $53,985 |
MMLIS2 years Service code 55 1295 STATE ST · SPRINGFIELD, MA 01111 | Other Commissions | $34,665 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,862 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,729 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,118 | $106,247+80.8% | $147,096+30.6% | $77,714+147.2% |
| Participation rate | 97.1% | 78.4%+18.7pp | 82.2%+14.9pp | 70.6%+26.5pp |
| Annual return | 25.97% | 56.87%-30.9pp | 419.75%-393.8pp | 31.26%-5.3pp |
| Employer contribution / active EE | $5,154 | $4,069+26.6% | $4,936+4.4% | $2,727+89.0% |
| Participant deferral / active EE | $8,079 | $7,996+1.0% | $8,071+0.1% | $4,649+73.8% |
| Admin fee / account holder | $12 | $338-96.4% | $13,005-99.9% | $433-97.2% |