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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 19 · EIN 84-0467907 | Securities Custodian | $25,640 |
ZENITH AMERICAN SOLUTIONS7 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $25,138 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $13,000 |
NOVAK FRANCELLA LLC7 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $12,906 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,642 | $83,023-41.4% | $102,437-52.5% | $77,762-37.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 23.33% | 19.12%+4.2pp | 24.95%-1.6pp | 31.27%-7.9pp |
| Employer contribution / active EE | $3,717 | $3,552+4.6% | $3,871-4.0% | $2,728+36.3% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $247 | $639-61.3% | $8,388-97.1% | $433-42.8% |