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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $30,525 |
LEE CPA AUDIT GROUP1 year Service code 10 10301 PLACER LN · SACRAMENTO, CA 95827 | Accounting | $9,150 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC Service code 13 DBA FUTUREPLAN · SAN DIEGO, CA 92101 | Contract Administrator | $7,423 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 | Investment Management | $2,864 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,843 | $101,672-71.6% | $147,117-80.4% | $74,478-61.3% |
| Participation rate | 94.0% | 75.5%+18.5pp | 82.2%+11.9pp | 67.2%+26.8pp |
| Annual return | 29.90% | 8757.83%-8727.9pp | 420.54%-390.6pp | 1370.56%-1340.7pp |
| Employer contribution / active EE | $2,709 | $3,813-29.0% | $4,932-45.1% | $2,626+3.1% |
| Participant deferral / active EE | $7,798 | $7,305+6.7% | $8,065-3.3% | $4,350+79.2% |
| Admin fee / account holder | $190 | $1,753-89.2% | $12,993-98.5% | $1,946-90.3% |