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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 | $28,670 |
CHARLESWORTH & RUGG, INC.2 years Filed as: CHARLESWORTH & RUGG INC DBA HIGHLIN Service code 27 20750 VENTURA BLVD · WOODLAND HILLS, CA 91364 | Advisory (Plan) | $21,510 |
ASCENSUS LLC2 years Filed as: ASCENSUS INC Service code 99 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $2,151 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $55,135 | $91,692-39.9% | $67,561-18.4% | $77,714-29.1% |
| Participation rate | 19.8% | 76.0%-56.3pp | 72.9%-53.1pp | 70.6%-50.8pp |
| Annual return | 19.43% | 14.88%+4.6pp | 3525.44%-3506.0pp | 31.26%-11.8pp |
| Employer contribution / active EE | $1,228 | $3,188-61.5% | $2,735-55.1% | $2,727-55.0% |
| Participant deferral / active EE | $1,677 | $3,912-57.1% | $4,003-58.1% | $4,649-63.9% |
| Admin fee / account holder | $310 | $245+26.8% | $4,006-92.3% | $433-28.4% |