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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 13 · EIN 31-1560462 905 LILY CREEK ROAD · LOUISVILLE, KY 40243 | Contract Administrator | $500 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $125 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $108 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,649 | $86,897-97.0% | $151,639-98.3% | $64,819-95.9% |
| Participation rate | 68.7% | 87.3%-18.6pp | 87.5%-18.8pp | 71.5%-2.8pp |
| Annual return | 0.00% | -3.57%+3.6pp | 3.34%-3.3pp | 32.84%-32.8pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $6,165-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,981 | $6,690-70.4% | $8,363-76.3% | $4,311-54.0% |
| Admin fee / account holder | $4 | $153-97.3% | $11,613-100.0% | $188-97.8% |