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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $2,719 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $970 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,529 | $48,327-55.5% | $67,575-68.1% | $80,935-73.4% |
| Participation rate | 81.8% | 66.4%+15.4pp | 72.9%+8.9pp | 67.7%+14.2pp |
| Annual return | 13.24% | 18.31%-5.1pp | 3528.98%-3515.7pp | 35.66%-22.4pp |
| Employer contribution / active EE | $1,359 | $2,022-32.8% | $2,736-50.3% | $2,757-50.7% |
| Participant deferral / active EE | $2,682 | $2,927-8.4% | $4,003-33.0% | $4,299-37.6% |
| Admin fee / account holder | $237 | $3,692-93.6% | $3,993-94.1% | $6,924-96.6% |