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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,266 |
ASCENSUS LLC8 years Filed as: ACCESS RETIREMENT SERVICES Service code 13 · EIN 62-1700633 | Contract Administrator | $9,300 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $322 |
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 | $25,491 | $45,022-43.4% | $85,126-70.1% | $77,714-67.2% |
| Participation rate | 28.1% | 48.7%-20.6pp | 67.5%-39.5pp | 70.6%-42.5pp |
| Annual return | 10.71% | 79.38%-68.7pp | 66.63%-55.9pp | 31.26%-20.5pp |
| Employer contribution / active EE | $409 | $1,610-74.6% | $2,731-85.0% | $2,727-85.0% |
| Participant deferral / active EE | $718 | $2,811-74.5% | $4,523-84.1% | $4,649-84.6% |
| Admin fee / account holder | $228 | $913-75.0% | $6,160-96.3% | $433-47.4% |