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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 11-3665754 | Contract Administrator | $4,224 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $3,676 |
Filed as: MML INVESTORS SERVICES, INC. Service code 53 · EIN 04-2746212 | Insurance Commissions | $3,411 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,072 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Investment Management | $1 |
ASCENSUS LLC1 year Filed as: ASCENSUS INC. Service code 99 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $0 |
Filed as: MMLISI Service code 55 1295 STATE ST · SPRINGFIELD, MA 011110001 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,438 | $47,163-46.1% | $149,696-83.0% | $74,460-65.8% |
| Participation rate | 87.9% | 63.4%+24.5pp | 78.8%+9.1pp | 70.7%+17.2pp |
| Annual return | 10.88% | 22.75%-11.9pp | 134.46%-123.6pp | 34.38%-23.5pp |
| Employer contribution / active EE | $2,708 | $1,907+42.0% | $4,821-43.8% | $2,638+2.6% |
| Participant deferral / active EE | $2,610 | $2,730-4.4% | $5,682-54.1% | $4,530-42.4% |
| Admin fee / account holder | $19 | $343-94.3% | $13,212-99.9% | $348-94.4% |