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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 | Contract Administrator | $32,229 |
FABIAN & BYRN LLC8 years Service code 13 · EIN 25-1914887 | Contract Administrator | $25,718 |
KANG HAGGERTY & FETBROYT4 years Filed as: KANG HAGGERTY LLC Service code 29 · EIN 23-2220388 | Legal | $21,229 |
Filed as: MMQ & ASSOCIATES P.C. Service code 10 · EIN 23-2226550 | Accounting | $13,400 |
MERANZE KATZ AND GAUDIOSO PC8 years Service code 29 · EIN 23-1496747 | Legal | $13,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,330 | $88,183+154.4% | $107,187+109.3% | $71,012+215.9% |
| Participation rate | 95.8% | 67.5%+28.3pp | 75.0%+20.8pp | 58.6%+37.3pp |
| Annual return | 8.29% | 16.47%-8.2pp | 204.55%-196.3pp | 37.67%-29.4pp |
| Employer contribution / active EE | $11,652 | $3,914+197.7% | $3,782+208.1% | $2,348+396.3% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $5,096-100.0% | $3,246-100.0% |
| Admin fee / account holder | $221 | $1,430-84.6% | $9,162-97.6% | $1,167-81.1% |