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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-3722740 6720 N SCOTTSDALE RD STE 340 · SCOTTSDALE, AZ 85253 | Advisory (Plan) | $27,641 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC. DBA FUTUREPL Service code 11 · EIN 82-3719843 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Actuarial | $4,855 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 | Contract Administrator | $3,298 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,588 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,405 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,205 | $55,423-47.3% | $155,602-81.2% | $74,400-60.7% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.47% | 269.07%-255.6pp | 64.81%-51.3pp | 1367.51%-1354.0pp |
| Employer contribution / active EE | $6,022 | $2,266+165.8% | $4,675+28.8% | $2,624+129.5% |
| Participant deferral / active EE | $4,685 | $2,835+65.3% | $5,629-16.8% | $4,348+7.7% |
| Admin fee / account holder | $8 | $1,744-99.5% | $15,923-99.9% | $1,944-99.6% |