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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 | $26,159 |
ASCENSUS LLC5 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $8,588 |
SAGE ADVISORY SERVICES3 years Filed as: SAGE VIEW ADVISORY GROUP, LLC Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $2,278 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,338 | $52,450-23.1% | $129,397-68.8% | $74,429-45.8% |
| Participation rate | 72.9% | 53.8%+19.0pp | 69.6%+3.2pp | 67.2%+5.6pp |
| Annual return | 16.64% | 15.65%+1.0pp | 9453.98%-9437.3pp | 1368.38%-1351.7pp |
| Employer contribution / active EE | $2,195 | $1,532+43.3% | $4,154-47.2% | $2,625-16.4% |
| Participant deferral / active EE | $2,593 | $2,797-7.3% | $4,167-37.8% | $4,348-40.4% |
| Admin fee / account holder | $128 | $2,636-95.1% | $7,679-98.3% | $1,944-93.4% |