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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 | $92,224-9.6% | $105,223-20.8% | $79,634+4.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 10.67% | 88.65%-78.0pp | 180.65%-170.0pp | 36.46%-25.8pp |
| Employer contribution / active EE | $6,867 | $3,965+73.2% | $3,689+86.2% | $2,529+171.5% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $254 | $1,121-77.3% | $8,859-97.1% | $1,002-74.6% |