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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74,131 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $53,514 |
ASCENSUS LLC2 years Filed as: ASCENSUS INC Service code 99 1102 CHESNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $10,982 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,407 | $45,022+29.7% | $85,240-31.5% | $200,096-70.8% |
| Participation rate | 50.6% | 45.8%+4.7pp | 67.5%-17.0pp | 72.0%-21.5pp |
| Annual return | 13.58% | 21.00%-7.4pp | 66.75%-53.2pp | 34.26%-20.7pp |
| Employer contribution / active EE | $1,979 | $1,374+44.0% | $2,735-27.6% | $3,038-34.8% |
| Participant deferral / active EE | $2,862 | $2,682+6.7% | $4,527-36.8% | $5,090-43.8% |
| Admin fee / account holder | $214 | $585-63.4% | $6,165-96.5% | $269-20.6% |