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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 | $98,273+68.9% | $150,734+10.1% | $85,660+93.8% |
| Participation rate | 90.7% | 84.0%+6.7pp | 78.4%+12.3pp | 74.8%+15.9pp |
| Annual return | 9.86% | 7.62%+2.2pp | 600.81%-590.9pp | 19.52%-9.7pp |
| Employer contribution / active EE | $7,859 | $5,764+36.3% | $4,918+59.8% | $4,199+87.2% |
| Participant deferral / active EE | $0 | $1,439-100.0% | $5,610-100.0% | $3,518-100.0% |
| Admin fee / account holder | $175 | $226-22.4% | $14,905-98.8% | $224-21.9% |