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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 | $106,264+80.8% | $147,117+30.6% | $77,762+147.1% |
| Participation rate | 97.1% | 78.4%+18.6pp | 82.2%+14.9pp | 70.6%+26.5pp |
| Annual return | 25.97% | 56.94%-31.0pp | 420.54%-394.6pp | 31.27%-5.3pp |
| Employer contribution / active EE | $5,154 | $4,074+26.5% | $4,932+4.5% | $2,728+88.9% |
| Participant deferral / active EE | $8,079 | $8,003+0.9% | $8,065+0.2% | $4,651+73.7% |
| Admin fee / account holder | $12 | $334-96.3% | $12,993-99.9% | $433-97.2% |