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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 | $40,566-26.9% | $96,754-69.3% | $64,728-54.2% |
| Participation rate | 28.1% | 24.8%+3.3pp | 70.3%-42.2pp | 57.9%-29.8pp |
| Annual return | 9.43% | 93.20%-83.8pp | 82.04%-72.6pp | 49.38%-40.0pp |
| Employer contribution / active EE | $513 | $808-36.5% | $2,679-80.8% | $2,243-77.1% |
| Participant deferral / active EE | $783 | $933-16.0% | $4,758-83.5% | $2,729-71.3% |
| Admin fee / account holder | $189 | $2,770-93.2% | $8,905-97.9% | $1,145-83.5% |