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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,266 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $45,934 |
ASCENSUS LLC1 year Filed as: ASCENSUS INC Service code 13 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Contract Administrator | $11,304 |
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 | $51,156 | $40,435+26.5% | $80,627-36.6% | $74,460-31.3% |
| Participation rate | 50.0% | 47.4%+2.6pp | 67.0%-17.0pp | 70.7%-20.7pp |
| Annual return | 16.25% | 165.19%-148.9pp | 936.76%-920.5pp | 34.38%-18.1pp |
| Employer contribution / active EE | $1,889 | $1,498+26.1% | $2,723-30.6% | $2,638-28.4% |
| Participant deferral / active EE | $2,809 | $2,673+5.1% | $4,443-36.8% | $4,530-38.0% |
| Admin fee / account holder | $78 | $721-89.2% | $5,381-98.6% | $348-77.7% |