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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $55,143 |
ZENITH AMERICAN SOLUTIONS8 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $43,540 |
THE SEGAL COMPANY8 years Filed as: SEGAL ROITMAN, LLP Service code 29 · EIN 04-2489114 | Legal | $24,499 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $16,500 |
NOVAK FRANCELLA LLC8 years Service code 10 · EIN 61-1436956 | Accounting | $13,292 |
Filed as: ASSOCIATED ADMINISTRATORS Service code 13 · EIN 65-1205077 | Contract Administrator | $8,709 |
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 | $179,005 | $77,788+130.1% | $119,126+50.3% | $64,728+176.6% |
| Participation rate | 58.3% | 69.4%-11.1pp | 75.8%-17.5pp | 57.9%+0.4pp |
| Annual return | 9.25% | 13.19%-3.9pp | 282.11%-272.9pp | 49.38%-40.1pp |
| Employer contribution / active EE | $3,274 | $4,031-18.8% | $4,034-18.8% | $2,243+46.0% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $305 | $1,365-77.7% | $10,693-97.1% | $1,145-73.4% |