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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.9+ years Filed as: I.E.SHAFFER & CO. Service code 13 · EIN 22-1750854 | Contract Administrator | $223,856 |
Filed as: DAVID A. GERSON Service code 10 · EIN 22-3163246 | Accounting | $34,633 |
REYNOLDS CONSULTING SERVICES5 years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $24,115 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,834 |
O'BRIEN BELLAND & BUSHINSKY9+ years Filed as: O'BRIEN, BELLAND, & BUSHINSKY Service code 29 · EIN 37-1467056 | Legal | $20,641 |
LINDABURY, MCCORMICK, ESTABROOK9+ years Filed as: LINDABURY, MCCORMICK, ESTSBROOK & C Service code 29 · EIN 22-1943351 | Legal | $17,483 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,840 | $241,850-35.1% | $102,437+53.1% | $200,096-21.6% |
| Participation rate | 90.3% | 78.3%+12.0pp | 74.5%+15.8pp | 72.0%+18.3pp |
| Annual return | 14.96% | 17.67%-2.7pp | 24.95%-10.0pp | 34.26%-19.3pp |
| Employer contribution / active EE | $7,319 | $4,253+72.1% | $3,871+89.1% | $3,038+140.9% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $154 | $288-46.5% | $8,388-98.2% | $269-42.8% |