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| Provider | Service type | Compensation |
|---|---|---|
BRESCIAS PRINTING SERVICE7 years Service code 13 · EIN 06-1188287 | Contract Administrator | $58,732 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 15 · EIN 43-1451524 | Recordkeeping | $29,547 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 · EIN 84-0467907 | Direct Payment | $10,287 |
REID & RIEGE, P.C.10+ years Service code 29 · EIN 06-0867204 | Legal | $9,226 |
NOVAK FRANCELLA LLC4 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $9,166 |
FRESHTECH4 years Service code 49 66 CONNECTICUT BLVD. · EAST HARTFORD, CT 06108 | Other Services | $6,494 |
Service code 49 1785 E SAHARA AVE · LAS VEGAS, NV 89104 | Other Services | $5,676 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,495 | $83,023-54.8% | $102,437-63.4% | $77,762-51.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 9.32% | 19.12%-9.8pp | 24.95%-15.6pp | 31.27%-21.9pp |
| Employer contribution / active EE | $2,788 | $3,552-21.5% | $3,871-28.0% | $2,728+2.2% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $433 | $639-32.2% | $8,388-94.8% | $433+0.1% |