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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.9+ years Filed as: IE SHAFFER & CO. Service code 13 · EIN 22-1750854 | Contract Administrator | $204,980 |
Filed as: GERSON & ASSOCIATES CPAS AND ADV PC Service code 10 · EIN 22-3163246 | Accounting | $46,142 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,297 |
REYNOLDS CONSULTING SERVICES2 years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Advisory (Plan) | $23,500 |
PELLETTIERI, RABSTEIN & ALTMAN9+ years Filed as: PELLETTIERI, RABSTEIN, & ALTMAN Service code 29 · EIN 21-0533765 | Legal | $21,377 |
LINDABURY, MCCORMICK, ESTABROOK9+ years Filed as: LINDABURY, MCCORMICK, ESTABROOK, CO Service code 29 · EIN 22-1943351 | Legal | $11,152 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,734 | $241,850-54.2% | $102,437+8.1% | $200,096-44.7% |
| Participation rate | 95.4% | 78.3%+17.1pp | 74.5%+20.9pp | 72.0%+23.4pp |
| Annual return | 11.52% | 17.67%-6.1pp | 24.95%-13.4pp | 34.26%-22.7pp |
| Employer contribution / active EE | $8,667 | $4,253+103.8% | $3,871+123.9% | $3,038+185.3% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $148 | $288-48.6% | $8,388-98.2% | $269-45.0% |