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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 570 E YORK STREE · SAVANNAH, GA 31401 | Advisory (Plan) | $76,668 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $55,482 |
ALAN ROSS & COMPANY, PC7 years Filed as: ALAN ROSS AND COMPANY, PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE CT, STE 300 · READING, PA 19606 | Accounting | $13,000 |
O'DONOGHUE & O'DONOGHUE8 years Filed as: ODONOGHUE & ODONOGHUE Service code 29 · EIN 53-0120528 325 CHESTNUT STREET, SUITE 515 · PHILADELPHIA, PA 19106 | Legal | $7,745 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,350 | $86,882-4.1% | $150,734-44.7% | $69,255+20.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 78.4%+21.6pp | 69.0%+31.0pp |
| Annual return | 10.67% | 10.69%0pp | 600.81%-590.1pp | 26.73%-16.1pp |
| Employer contribution / active EE | $6,867 | $5,194+32.2% | $4,918+39.6% | $2,645+159.6% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $5,610-100.0% | $2,890-100.0% |
| Admin fee / account holder | $254 | $630-59.6% | $14,905-98.3% | $733-65.3% |