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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $67,809 |
ZENITH AMERICAN SOLUTIONS7 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $53,256 |
THE SEGAL COMPANY7 years Filed as: SEGAL ROITMAN, LLP Service code 29 · EIN 04-2489114 | Legal | $21,887 |
NOVAK FRANCELLA LLC7 years Service code 10 · EIN 61-1436956 | Accounting | $13,257 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $9,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $167,186 | $82,979+101.5% | $102,383+63.3% | $77,714+115.1% |
| Participation rate | 60.0% | 71.5%-11.5pp | 74.5%-14.5pp | 70.6%-10.6pp |
| Annual return | 11.67% | 19.11%-7.4pp | 24.94%-13.3pp | 31.26%-19.6pp |
| Employer contribution / active EE | $3,018 | $3,554-15.1% | $3,870-22.0% | $2,727+10.7% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,649-100.0% |
| Admin fee / account holder | $305 | $639-52.2% | $8,391-96.4% | $433-29.5% |