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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.10+ years Filed as: IE SHAFFER & CO. Service code 13 · EIN 22-1750854 | Contract Administrator | $169,774 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,160 |
Filed as: GERSON & ASSOCIATES CPAS AND ADV PC Service code 10 · EIN 22-3163246 | Accounting | $43,718 |
REYNOLDS CONSULTING SERVICES3 years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Advisory (Plan) | $24,675 |
LINDABURY, MCCORMICK, ESTABROOK10+ years Filed as: LINDABURY, MCCORMICK, ESTABROOK, CO Service code 29 · EIN 22-1943351 | Legal | $20,538 |
Filed as: OBRIEN, BELLAND, & BUSHINSKY Service code 29 · EIN 37-1467056 | Legal | $10,318 |
PELLETTIERI, RABSTEIN & ALTMAN10+ years Filed as: PELLETTIERI, RABSTEIN, & ALTMAN Service code 29 · EIN 21-0533765 | Legal | $5,213 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $103,641-100.0% | $107,525-100.0% | $102,872-100.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.1%-75.1pp | 73.0%-73.0pp |
| Annual return | 8.69% | 13.08%-4.4pp | 181.32%-172.6pp | 19.06%-10.4pp |
| Employer contribution / active EE | $11,107 | $5,096+117.9% | $3,754+195.9% | $3,526+215.0% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $276-100.0% | $8,919-100.0% | $292-100.0% |