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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 84-0467907 | Contract Administrator | $192,681 |
O'DONOGHUE & O'DONOGHUE11+ years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $150,639 |
WENDY WEISS9 years Filed as: WENDY SALVATIERRA Service code 30 · EIN 13-3877439 | Employee (plan) | $86,851 |
WALTER SARACENI11+ years Service code 30 · EIN 13-3877439 | Direct payment from the plan; Employe... | $76,752 |
GLORIA CANCELLIERE9 years Filed as: GLORIA MATERON Service code 30 · EIN 13-3877439 | Employee (plan); Direct payment from ... | $74,881 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES, LLC Service code 15 · EIN 52-1796473 | Recordkeeping | $73,677 |
GARY M. TIBONI, CPA1 year Filed as: GARY MONTEMARO Service code 30 · EIN 13-3877439 | Direct payment from the plan; Employe... | $67,371 |
SCHULTHEIS & PANETTIERI, LLP4 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $53,046 |
VIRGINIA & AMBINDER, LLP11+ years Service code 29 · EIN 13-4166736 | Legal | $48,503 |
MEKETA INVESTMENT GROUP11+ years Filed as: MEKETA INVESTMENT GROUP INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $40,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,708 | $117,739+99.3% | $107,525+118.3% | $117,739+99.3% |
| Participation rate | 77.7% | 76.6%+1.1pp | 75.1%+2.6pp | 76.6%+1.1pp |
| Annual return | 16.35% | 17.29%-0.9pp | 181.32%-165.0pp | 17.29%-0.9pp |
| Employer contribution / active EE | $5,921 | $3,746+58.1% | $3,754+57.8% | $3,746+58.1% |
| Participant deferral / active EE | $3,766 | $6,128-38.5% | $5,116-26.4% | $6,128-38.5% |
| Admin fee / account holder | $379 | $112+238.7% | $8,919-95.8% | $112+238.7% |