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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS8 years Service code 13 · EIN 52-1590516 P.O. BOX 5817 · WALLINGFORD, CT 06492 | Contract Administrator | $46,548 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 51 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Mgmt Fees | $24,559 |
ROBERT CHEVERIE8 years Filed as: ROBERT M. CHEVERIE & ASSOCIATES P.C Service code 29 · EIN 06-1335139 333 EAST RIVER DRIVE, SUITE 101 · EAST HARTFORD, CT 06108 | Legal | $24,000 |
THE SEGAL COMPANY10+ years Service code 23 · EIN 13-1835864 116 HUNTINGTON AVE, 8TH FLOOR · BOSTON, MA 02116 | Insurance services | $19,015 |
BEERS, HAMERMAN, COHEN & BURGER, PC10+ years Filed as: BEERS HAMERMAN COHEN & BURGER PC Service code 10 · EIN 47-2517893 234 CHURCH STREET · NEW HAVEN, CT 06535 | Accounting | $17,700 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Advisory (Plan) | $9,000 |
NOVAK FRANCELLA LLC6 years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 255 ROUTE 80 · KILLINGWORTH, CT 06419 | Accounting | $5,591 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,339 | $82,979+57.1% | $102,412+27.3% | $77,736+67.7% |
| Participation rate | 91.5% | 71.5%+20.0pp | 74.5%+17.0pp | 70.6%+20.9pp |
| Annual return | 11.90% | 19.11%-7.2pp | 24.94%-13.0pp | 31.26%-19.4pp |
| Employer contribution / active EE | $8,817 | $3,554+148.1% | $3,870+127.8% | $2,728+223.2% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $219 | $639-65.7% | $8,388-97.4% | $433-49.4% |