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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,057 |
Service code 13 · EIN 62-1291257 | Contract Administrator | $12,752 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,656 | $47,974-38.2% | $129,031-77.0% | $69,255-57.2% |
| Participation rate | 28.1% | 29.2%-1.2pp | 73.4%-45.3pp | 69.0%-40.9pp |
| Annual return | 9.43% | 116.92%-107.5pp | 34.67%-25.2pp | 26.73%-17.3pp |
| Employer contribution / active EE | $513 | $755-32.0% | $3,226-84.1% | $2,645-80.6% |
| Participant deferral / active EE | $783 | $1,143-31.5% | $5,217-85.0% | $2,890-72.9% |
| Admin fee / account holder | $189 | $2,691-93.0% | $13,208-98.6% | $733-74.2% |