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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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,557 | $76,407+49.9% | $150,298-23.8% | $82,448+38.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 12.82% | 39.99%-27.2pp | 62.79%-50.0pp | 41.64%-28.8pp |
| Employer contribution / active EE | $3,837 | $2,614+46.8% | $4,154-7.6% | $2,551+50.4% |
| Participant deferral / active EE | $4,039 | $3,214+25.7% | $5,453-25.9% | $4,139-2.4% |
| Admin fee / account holder | $675 | $6,352-89.4% | $14,116-95.2% | $7,234-90.7% |