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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 | $25,480 |
Filed as: CHARLESWORTH & RUGG INC DBA HIGHLIN Service code 27 20750 VENTURA BLVD · WOODLAND HILLS, CA 91364 | Advisory (Plan) | $13,786 |
ASCENSUS LLC1 year Filed as: ASCENSUS INC Service code 99 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $1,379 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $45,317 | $46,599-2.8% | $64,101-29.3% | $75,173-39.7% |
| Participation rate | 60.0% | 65.9%-5.9pp | 72.3%-12.3pp | 67.2%-7.2pp |
| Annual return | 11.04% | 26.06%-15.0pp | 33.72%-22.7pp | 160.72%-149.7pp |
| Employer contribution / active EE | $1,101 | $1,975-44.3% | $2,749-60.0% | $2,671-58.8% |
| Participant deferral / active EE | $5,664 | $2,837+99.6% | $3,881+45.9% | $4,126+37.3% |
| Admin fee / account holder | $388 | $2,956-86.9% | $3,070-87.3% | $5,651-93.1% |