Filed February 5, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,674 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $2,625 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,253 | $130,294-58.4% | $170,057-68.1% | $71,529-24.2% |
| Participation rate | 75.3% | 86.2%-10.8pp | 87.0%-11.7pp | 67.9%+7.4pp |
| Annual return | 14.48% | 20.36%-5.9pp | 53.42%-38.9pp | 28.97%-14.5pp |
| Employer contribution / active EE | $2,051 | $4,385-53.2% | $6,790-69.8% | $2,590-20.8% |
| Participant deferral / active EE | $4,249 | $6,928-38.7% | $10,411-59.2% | $4,291-1.0% |
| Admin fee / account holder | $133 | $966-86.2% | $12,826-99.0% | $1,588-91.6% |