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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $773,642 |
ZENITH AMERICAN SOLUTIONS7 years Filed as: ZENITH AMERICAN SOLUTIONS,INC Service code 13 401 LIBERTY AVENUE, STE 1200 · PITTSBURGH, PA 15222 | Contract Administrator | $146,319 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY WEALTH MGMT Service code 28 522 5TH AVENUE, 11TH FLOOR · NEW YORK, NY 10036 | Investment Management | $74,160 |
CLEARY, JOSEM & TRIGIANI LLP9+ years Filed as: CLEARY & JOSEM LLP Service code 29 · EIN 23-2657967 | Legal | $52,589 |
EMPLOYEE FIDUCIARY, LLC9+ years Filed as: EMPLOYEE A Service code 30 · EIN 23-2004424 | Employee (plan) | $50,698 |
EMPLOYEE FIDUCIARY, LLC2 years Filed as: EMPLOYEE B Service code 30 · EIN 23-2004424 | Employee (plan) | $41,358 |
KENNEDY PRINTING CO., INC.9+ years Filed as: KENNEDY PRINTING CO. Service code 36 5534 BALTIMORE AVE. · PHILADELPHIA, PA 19143 | Copying and duplicating | $39,628 |
Service code 99 · EIN 37-1424586 | Other Fees | $28,733 |
Service code 10 · EIN 23-2586736 | Accounting | $23,969 |
KANG HAGGERTY & FETBROYT7 years Service code 29 123 S. BROAD STREET, SUITE 1670 · PHILADELPHIA, PA 19109 | Legal | $18,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,593 | $74,831+43.8% | $96,543+11.4% | $103,657+3.8% |
| Participation rate | 73.2% | 83.1%-9.9pp | 74.3%-1.1pp | 73.4%-0.2pp |
| Annual return | 13.83% | 16.15%-2.3pp | 35.75%-21.9pp | 33.13%-19.3pp |
| Employer contribution / active EE | $8,872 | $3,888+128.2% | $3,741+137.2% | $3,216+175.9% |
| Participant deferral / active EE | $0 | $3,896-100.0% | $4,880-100.0% | $5,218-100.0% |
| Admin fee / account holder | $277 | $130+113.0% | $6,737-95.9% | $114+142.8% |