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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $46,132 |
Service code 13 · EIN 23-7293087 | Contract Administrator | $9,803 |
NOVAK FRANCELLA LLC3 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $9,000 |
Service code 28 642 NEWTOWN YARDLEY RD 205 · NEWTOWN, PA 18940 | Investment Management | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,171 | $82,979-22.7% | $102,412-37.3% | $77,736-17.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 12.34% | 19.11%-6.8pp | 24.94%-12.6pp | 31.26%-18.9pp |
| Employer contribution / active EE | $1,892 | $3,554-46.8% | $3,870-51.1% | $2,728-30.6% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $330 | $639-48.4% | $8,388-96.1% | $433-23.9% |