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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,234 |
CHARLESWORTH & RUGG, INC.3 years Filed as: CHARLESWORTH & RUGG INC DBA HIGHLIN Service code 27 20750 VENTURA BLVD · WOODLAND HILLS, CA 91364 | Advisory (Plan) | $25,592 |
ASCENSUS LLC3 years Filed as: ASCENSUS INC Service code 99 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $2,559 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $1,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,315 | $84,045-22.3% | $77,361-15.6% | $69,255-5.7% |
| Participation rate | 15.5% | 71.8%-56.3pp | 75.0%-59.4pp | 69.0%-53.5pp |
| Annual return | 12.57% | 12.46%+0.1pp | 1011.54%-999.0pp | 26.73%-14.2pp |
| Employer contribution / active EE | $789 | $2,954-73.3% | $2,990-73.6% | $2,645-70.2% |
| Participant deferral / active EE | $1,600 | $3,349-52.2% | $3,911-59.1% | $2,890-44.6% |
| Admin fee / account holder | $399 | $239+67.1% | $5,894-93.2% | $733-45.5% |