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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 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $98,273-100.0% | $150,734-100.0% | $85,660-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 78.4%-78.4pp | 74.8%-74.8pp |
| Annual return | 8.69% | 7.62%+1.1pp | 600.81%-592.1pp | 19.52%-10.8pp |
| Employer contribution / active EE | $11,107 | $5,764+92.7% | $4,918+125.8% | $4,199+164.5% |
| Participant deferral / active EE | $0 | $1,439-100.0% | $5,610-100.0% | $3,518-100.0% |
| Admin fee / account holder | $0 | $226-100.0% | $14,905-100.0% | $224-100.0% |