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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $7,815 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,604 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,791 | $46,332-53.0% | $143,799-84.8% | $64,819-66.4% |
| Participation rate | 94.5% | 64.2%+30.2pp | 80.3%+14.2pp | 71.5%+23.0pp |
| Annual return | -11.16% | -10.05%-1.1pp | -0.04%-11.1pp | 32.84%-44.0pp |
| Employer contribution / active EE | $3,070 | $1,911+60.6% | $4,952-38.0% | $2,507+22.4% |
| Participant deferral / active EE | $5,119 | $2,647+93.4% | $5,638-9.2% | $4,311+18.8% |
| Admin fee / account holder | $15 | $154-90.4% | $14,677-99.9% | $188-92.1% |