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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC Service code 13 DBA FUTUREPLAN BY ASCENSUS · SAN DIEGO, CA 92101 | Contract Administrator | $15,600 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $14,511 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,175 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,785 |
Service code 99 11101 SWITZER RD STE 200 · OVERLAND PARKS, KS 66210 | Other Fees | $2,062 |
QBI, LLC4 years Filed as: QBI LLC Service code 13 | Contract Administrator | $0 |
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 | $26,207 | $46,325-43.4% | $143,788-81.8% | $64,814-59.6% |
| Participation rate | 65.8% | 64.2%+1.6pp | 80.3%-14.5pp | 71.5%-5.6pp |
| Annual return | -14.75% | -10.05%-4.7pp | -0.03%-14.7pp | 32.84%-47.6pp |
| Employer contribution / active EE | $4,064 | $1,911+112.7% | $4,952-17.9% | $2,507+62.1% |
| Participant deferral / active EE | $2,374 | $2,647-10.3% | $5,638-57.9% | $4,310-44.9% |
| Admin fee / account holder | $88 | $154-43.1% | $14,675-99.4% | $188-53.4% |