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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $50,110 |
MMA SECURITIES LLC2+ years Service code 27 · EIN 26-3570392 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $16,742 |
ASCENSUS LLC2+ years Filed as: DWC ERISA CONSULTANTS LLC Service code 13 PO BOX 241267 · ST. PAUL, MN 55124 | Contract Administrator | $5,969 |
Employer 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 | $10,115 | $59,054-82.9% | $97,260-89.6% | $77,736-87.0% |
| Participation rate | 93.6% | 67.9%+25.7pp | 72.7%+20.9pp | 70.6%+23.0pp |
| Annual return | 15.28% | 16.96%-1.7pp | 75.54%-60.3pp | 31.26%-16.0pp |
| Employer contribution / active EE | $320 | $1,742-81.6% | $2,721-88.2% | $2,728-88.3% |
| Participant deferral / active EE | $2,257 | $3,930-42.6% | $4,262-47.0% | $4,651-51.5% |
| Admin fee / account holder | $86 | $346-75.0% | $5,640-98.5% | $433-80.1% |