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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $11,418 |
ASCENSUS LLC7 years Filed as: ACCESS RETIREMENT SERVICES Service code 13 · EIN 62-1700633 | Contract Administrator | $8,598 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $375 |
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.
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 | $22,634 | $40,435-44.0% | $80,627-71.9% | $74,460-69.6% |
| Participation rate | 34.4% | 47.4%-13.0pp | 67.0%-32.6pp | 70.7%-36.3pp |
| Annual return | 9.32% | 165.19%-155.9pp | 936.76%-927.4pp | 34.38%-25.1pp |
| Employer contribution / active EE | $471 | $1,498-68.6% | $2,723-82.7% | $2,638-82.2% |
| Participant deferral / active EE | $1,001 | $2,673-62.5% | $4,443-77.5% | $4,530-77.9% |
| Admin fee / account holder | $220 | $721-69.5% | $5,381-95.9% | $348-36.9% |