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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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,656 | $42,886-30.9% | $88,946-66.7% | $85,563-65.3% |
| Participation rate | 28.1% | 37.9%-9.8pp | 68.8%-40.8pp | 66.0%-37.9pp |
| Annual return | 9.43% | 44.56%-35.1pp | 57.82%-48.4pp | 31.51%-22.1pp |
| Employer contribution / active EE | $513 | $1,147-55.3% | $2,555-79.9% | $2,654-80.7% |
| Participant deferral / active EE | $783 | $2,108-62.8% | $4,581-82.9% | $4,375-82.1% |
| Admin fee / account holder | $189 | $2,263-91.6% | $8,261-97.7% | $834-77.3% |