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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT Service code 15 · EIN 47-2534181 | Recordkeeping | $86,925 |
MARCO CONSULTING GROUP9+ years Filed as: MARCO CONSULTING Service code 27 · EIN 36-3555078 | Advisory (Plan) | $50,000 |
THE SEGAL COMPANY9+ years Filed as: SEGAL ROITMAN & COLEMAN Service code 29 · EIN 04-2489114 | Legal | $45,024 |
BENESYS, INC.8 years Service code 13 · EIN 38-2383171 | Contract Administrator | $31,807 |
THE SEGAL COMPANY9+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1928059 | Pension Consulting | $21,945 |
NOVAK FRANCELLA LLC6 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $20,483 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,951 | $40,278+225.1% | $80,607+62.5% | $80,149+63.4% |
| Participation rate | 85.6% | 47.5%+38.1pp | 67.0%+18.6pp | 72.9%+12.7pp |
| Annual return | 15.88% | 50.86%-35.0pp | 936.11%-920.2pp | 40.39%-24.5pp |
| Employer contribution / active EE | $10,245 | $1,332+668.9% | $2,724+276.1% | $2,977+244.1% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $4,448-100.0% | $5,015-100.0% |
| Admin fee / account holder | $281 | $210+33.5% | $5,379-94.8% | $145+93.7% |