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| Provider | Service type | Compensation |
|---|---|---|
RIS1 year Filed as: RIS EMPLOYEE BENEFITS, INC. Service code 99 221 MAIN ST #1462 · LOS ALTOS, CA 94023 | Other Fees | $23,504 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,971 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $19,715 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC. DBA FUTUREPL Service code 13 | Contract Administrator | $3,563 |
NEWPORT GROUP, INC.10+ years Service code 13 · EIN 27-2037969 300 PRIMERA BLVD · LAKE MARY, FL 32746 | Contract Administrator | $1,138 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS DBA FUTUREPLAN AD Service code 13 101 W. BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,518 | $47,105+62.4% | $68,368+11.9% | $67,986+12.6% |
| Participation rate | 88.9% | 51.8%+37.1pp | 73.8%+15.1pp | 57.2%+31.7pp |
| Annual return | 10.29% | 48.37%-38.1pp | 292.57%-282.3pp | 31.67%-21.4pp |
| Employer contribution / active EE | $945 | $1,859-49.2% | $2,649-64.3% | $2,019-53.2% |
| Participant deferral / active EE | $3,801 | $2,374+60.1% | $4,123-7.8% | $3,358+13.2% |
| Admin fee / account holder | $451 | $2,435-81.5% | $5,150-91.2% | $3,203-85.9% |