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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $24,426 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,843 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN ADMINISTRATIV Service code 13 101 W. BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $4,225 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 | Contract Administrator | $2,011 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,783 | $92,224-62.3% | $105,223-66.9% | $79,634-56.3% |
| Participation rate | 23.1% | 69.2%-46.0pp | 75.0%-51.9pp | 62.5%-39.4pp |
| Annual return | 15.63% | 88.65%-73.0pp | 180.65%-165.0pp | 36.46%-20.8pp |
| Employer contribution / active EE | $616 | $3,965-84.5% | $3,689-83.3% | $2,529-75.6% |
| Participant deferral / active EE | $1,249 | $3,834-67.4% | $5,072-75.4% | $3,835-67.4% |
| Admin fee / account holder | $303 | $1,121-72.9% | $8,859-96.6% | $1,002-69.7% |