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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 | $38,967-23.9% | $86,233-65.6% | $79,634-62.8% |
| Participation rate | 28.1% | 34.1%-6.0pp | 69.0%-40.9pp | 62.5%-34.4pp |
| Annual return | 9.43% | 49.90%-40.5pp | 61.39%-52.0pp | 36.46%-27.0pp |
| Employer contribution / active EE | $513 | $868-40.9% | $2,504-79.5% | $2,529-79.7% |
| Participant deferral / active EE | $783 | $1,663-52.9% | $4,559-82.8% | $3,835-79.6% |
| Admin fee / account holder | $189 | $2,660-92.9% | $8,342-97.7% | $1,002-81.1% |