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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER INSURANCE CO OF AMERICA Service code 50 · EIN 06-1050034 8518 E ORCHARD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $152,702 |
CLEARY, JOSEM & TRIGIANI LLP2 years Filed as: CLEARY JOSEM TRIGANNI LLP Service code 29 325 CHESTNUT ST · PHILADELPHIA, PA 19106 | Legal | $27,175 |
ONEILL CONSULTING CORP10+ years Service code 13 · EIN 23-1719817 485 DEVON PARK DR · WAYNE, PA 19087 | Contract Administrator | $25,200 |
NOVAK FRANCELLA LLC10+ years Filed as: NOVAK FRANCELLA Service code 10 ONE PRESIDENTIAL BLVD · BALA CYNWYD, PA 19004 | Accounting | $12,392 |
ANTHONY M PONTARELLI CPA LLC10+ years Service code 10 · EIN 32-0048632 208 E PENNSYLVANIA BLVD · FEASTERVILLE, PA 19053 | Accounting | $8,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,121 | $62,541-64.6% | $129,384-82.9% | $199,960-88.9% |
| Participation rate | 96.8% | 56.8%+40.0pp | 69.6%+27.2pp | 72.0%+24.8pp |
| Annual return | 12.87% | 16.95%-4.1pp | 9461.77%-9448.9pp | 34.28%-21.4pp |
| Employer contribution / active EE | $2,058 | $2,392-14.0% | $4,153-50.4% | $3,036-32.2% |
| Participant deferral / active EE | $0 | $3,123-100.0% | $4,166-100.0% | $5,087-100.0% |
| Admin fee / account holder | $89 | $167-46.8% | $7,686-98.8% | $269-67.0% |