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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 120 VANTIS DR STE 330 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $19,541 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,387 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC Service code 13 DBA FUTUREPLAN BY ASCENSUS · SAN DIEGO, CA 92101 | Contract Administrator | $14,250 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 | Contract Administrator | $9,440 |
ACTUARIAL BENEFITS CORP1 year Service code 13 2790 SKYPARK DR., STE 300 · TORRANCE, CA 90505 | Contract Administrator | $9,235 |
Filed as: EMPOWER ADVISOR GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,719 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,055 | $50,919-29.2% | $155,556-76.8% | $77,762-53.6% |
| Participation rate | 53.7% | 63.1%-9.4pp | 78.2%-24.5pp | 70.6%-16.9pp |
| Annual return | 12.15% | 34.84%-22.7pp | 64.84%-52.7pp | 31.27%-19.1pp |
| Employer contribution / active EE | $2,931 | $1,991+47.2% | $4,675-37.3% | $2,728+7.4% |
| Participant deferral / active EE | $1,526 | $2,824-46.0% | $5,631-72.9% | $4,651-67.2% |
| Admin fee / account holder | $81 | $437-81.4% | $15,885-99.5% | $433-81.2% |