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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Filed as: ACCESS RETIREMENT SERVICES Service code 13 · EIN 62-1700633 | Contract Administrator | $27,731 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,237 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 04-1590850 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $190 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $21,123 | $34,677-39.1% | $77,024-72.6% | $64,808-67.4% |
| Participation rate | 36.8% | 49.8%-13.1pp | 67.9%-31.1pp | 71.5%-34.7pp |
| Annual return | -11.95% | -5.33%-6.6pp | 42.32%-54.3pp | 32.82%-44.8pp |
| Employer contribution / active EE | $443 | $1,370-67.7% | $2,812-84.2% | $2,506-82.3% |
| Participant deferral / active EE | $835 | $2,556-67.3% | $4,426-81.1% | $4,310-80.6% |
| Admin fee / account holder | $323 | $179+80.8% | $5,425-94.1% | $188+71.9% |