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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $322,031 |
LOCAL 1102 RWDSU8 years Filed as: LOCAL 3 NY ANNUITY BUFFALO Service code 14 · EIN 16-1184581 | Plan Administrator | $205,268 |
LOCAL 1102 RWDSU8 years Filed as: LOCAL 3 NY ANNUITY ITHACA Service code 14 · EIN 16-1184581 | Plan Administrator | $67,509 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 | Investment Management | $35,000 |
SLEVIN & HART, P.C.4 years Service code 29 1625 MASSACHUSETTS AVE., NW SUITE 4 · WASHINGTON, DC 20036 | Legal | $30,356 |
BONADIO & CO., LLP7 years Service code 50 · EIN 16-1131146 | Direct Payment | $23,084 |
DECUSOFT5 years Service code 49 1150, 70 HILLTOP ROAD 1003 · RAMSEY, NJ 07446 | Other Services | $11,529 |
Filed as: ARCARA ZUCARELLI & LENDA CPA Service code 10 · EIN 47-1793720 | Accounting | $9,163 |
Service code 50 · EIN 16-1005993 | Direct Payment | $5,962 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,801 | $88,479-47.1% | $96,520-51.5% | $80,149-41.6% |
| Participation rate | 76.1% | 79.9%-3.8pp | 74.3%+1.7pp | 72.9%+3.1pp |
| Annual return | 13.50% | 22.53%-9.0pp | 35.72%-22.2pp | 40.39%-26.9pp |
| Employer contribution / active EE | $1,613 | $4,177-61.4% | $3,739-56.9% | $2,977-45.8% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,879-100.0% | $5,015-100.0% |
| Admin fee / account holder | $157 | $211-25.9% | $6,733-97.7% | $145+8.2% |