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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 | $44,897+30.1% | $85,063-31.3% | $199,874-70.8% |
| Participation rate | 50.6% | 45.7%+4.9pp | 67.5%-16.9pp | 72.0%-21.4pp |
| Annual return | 13.58% | 20.96%-7.4pp | 66.54%-53.0pp | 34.28%-20.7pp |
| Employer contribution / active EE | $1,979 | $1,365+45.0% | $2,727-27.4% | $3,036-34.8% |
| Participant deferral / active EE | $2,862 | $2,668+7.3% | $4,523-36.7% | $5,090-43.8% |
| Admin fee / account holder | $214 | $584-63.4% | $6,155-96.5% | $269-20.5% |