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| Provider | Service type | Compensation |
|---|---|---|
EVERGREEN ADVISORS, LLC2+ years Service code 27 1206 POINTE CENTER DRIVE · CHATTANOOGA, TN 37421 | Advisory (Plan) | $93,525 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $93,111 |
ASCENSUS LLC2+ years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 | Contract Administrator | $10,000 |
ASCENSUS LLC2+ years Filed as: ASCENSUS HOLDINGS DBA FUTUREPLAN BY Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $7,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,743 | $83,023-11.2% | $102,437-28.0% | $77,762-5.2% |
| Participation rate | 50.4% | 71.5%-21.1pp | 74.5%-24.1pp | 70.6%-20.2pp |
| Annual return | 18.72% | 19.12%-0.4pp | 24.95%-6.2pp | 31.27%-12.6pp |
| Employer contribution / active EE | $3,520 | $3,552-0.9% | $3,871-9.1% | $2,728+29.0% |
| Participant deferral / active EE | $5,465 | $4,110+33.0% | $5,060+8.0% | $4,651+17.5% |
| Admin fee / account holder | $431 | $639-32.5% | $8,388-94.9% | $433-0.4% |