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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,701 |
Service code 27 1400 AMERICAN BLVD BLDG #4 PRINCETO · PENNINGTON, NJ 08534 | Advisory (Plan) | $25,398 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $14,816 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,557 | $78,690+45.6% | $161,489-29.1% | $87,485+30.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 12.82% | 32.74%-19.9pp | 89.72%-76.9pp | 26.06%-13.2pp |
| Employer contribution / active EE | $3,837 | $2,588+48.3% | $4,268-10.1% | $2,596+47.8% |
| Participant deferral / active EE | $4,039 | $3,311+22.0% | $5,630-28.2% | $4,274-5.5% |
| Admin fee / account holder | $675 | $6,724-90.0% | $16,006-95.8% | $7,775-91.3% |