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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 | $49,611 |
LOCAL 693 BUSINESS OFFICE10+ years Service code 50 · EIN 03-0210219 | Direct Payment | $15,031 |
NOVAK FRANCELLA LLC4 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $11,002 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 28 1300 THAMES STREET WHARF, 4TH FL · BALTIMORE, MD 212319907 | Investment Management | $10,000 |
Service code 13 · EIN 23-7293087 | Contract Administrator | $9,979 |
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 | $66,042 | $81,557-19.0% | $123,973-46.7% | $65,191+1.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.7%+23.3pp | 63.0%+37.0pp |
| Annual return | 8.94% | 11.45%-2.5pp | 388.13%-379.2pp | 51.24%-42.3pp |
| Employer contribution / active EE | $2,411 | $4,637-48.0% | $4,126-41.6% | $2,400+0.5% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $5,247-100.0% | $2,671-100.0% |
| Admin fee / account holder | $390 | $1,040-62.5% | $11,799-96.7% | $907-57.0% |