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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,060 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $21,867 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC. DBA FUTUREPL Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $11,460 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,121 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,372 | $81,301-72.5% | $76,119-70.6% | $199,960-88.8% |
| Participation rate | 21.8% | 70.1%-48.2pp | 69.1%-47.2pp | 72.0%-50.2pp |
| Annual return | 16.92% | 16.31%+0.6pp | 361.25%-344.3pp | 34.28%-17.4pp |
| Employer contribution / active EE | $1,138 | $3,352-66.0% | $2,693-57.7% | $3,036-62.5% |
| Participant deferral / active EE | $759 | $4,721-83.9% | $4,259-82.2% | $5,087-85.1% |
| Admin fee / account holder | $133 | $145-8.1% | $6,421-97.9% | $269-50.5% |