Filed August 14, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $33,448 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,579 |
Service code 27 5520 MONROE ST, SUITE B · SYLVANIA, OH 43560 | Advisory (Plan) | $17,684 |
MORGAN STANLEY SMITH BARNEY2 years Service code 55 | Other Commissions | $10,076 |
ASCENSUS LLC2 years Filed as: ASCENSUS INC Service code 99 | Other Fees | $6,819 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,510 |
ASCENSUS LLC2 years Filed as: ASCENSUS INC. Service code 99 · EIN 82-3719843 200 DRYDEN RD · DRESHER, PA 19025 | Other Fees | $0 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 · EIN 26-4310844 3280 PEACHTREE RD NE STE 2000 · ATLANTA, GA 30022 | Other Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,537 | $50,815-34.0% | $155,509-78.4% | $77,643-56.8% |
| Participation rate | 71.1% | 63.1%+8.0pp | 78.2%-7.1pp | 70.6%+0.5pp |
| Annual return | 16.13% | 34.80%-18.7pp | 64.67%-48.5pp | 31.24%-15.1pp |
| Employer contribution / active EE | $1,440 | $1,993-27.7% | $4,672-69.2% | $2,726-47.2% |
| Participant deferral / active EE | $3,583 | $2,822+27.0% | $5,626-36.3% | $4,647-22.9% |
| Admin fee / account holder | $157 | $437-64.0% | $15,912-99.0% | $430-63.4% |