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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.1 year Service code 13 · EIN 22-1750854 | Contract Administrator | $242,125 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 37-1467056 | Recordkeeping Fees | $52,242 |
Service code 29 · EIN 37-1467056 | Legal | $38,258 |
Filed as: GERSON & ASSOCIATES Service code 10 · EIN 22-3163246 | Accounting | $36,249 |
REYNOLDS CONSULTING SERVICES6 years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $24,342 |
Service code 29 · EIN 22-1943351 | Legal | $16,696 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,026 | $105,028+58.1% | $107,187+54.9% | $100,573+65.1% |
| Participation rate | 90.7% | 81.2%+9.5pp | 75.0%+15.7pp | 70.9%+19.8pp |
| Annual return | 9.86% | 10.61%-0.7pp | 204.55%-194.7pp | 18.89%-9.0pp |
| Employer contribution / active EE | $7,859 | $5,641+39.3% | $3,782+107.8% | $3,763+108.8% |
| Participant deferral / active EE | $0 | $2,685-100.0% | $5,096-100.0% | $4,921-100.0% |
| Admin fee / account holder | $175 | $355-50.7% | $9,162-98.1% | $454-61.5% |