Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 49 · EIN 06-1050034 | Other Services | $43,949 |
JOE MOSKAUSKI7 years Service code 30 · EIN 23-1972409 | Recordkeeping fees; Employee (plan) | $42,783 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 28 · EIN 58-2432392 | Investment Management | $27,500 |
NOVAK FRANCELLA LLC10+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $25,647 |
SUSANIN WIDMAN & BRENNAN PC7 years Filed as: SUSANIN, WIDMAN, & BRENNAN Service code 29 · EIN 23-2265950 | Legal | $13,891 |
MWM LAW, LLC1 year Filed as: MWM LAW LLC Service code 29 TWO BALA PLAZA, SUITE 300 · BALA CYNWYD, PA 19004 | Legal | $5,406 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,664 | $83,843+1.0% | $123,973-31.7% | $65,306+29.6% |
| Participation rate | 100.0% | 56.0%+44.0pp | 76.7%+23.3pp | 57.7%+42.3pp |
| Annual return | 6.36% | 19.87%-13.5pp | 388.13%-381.8pp | 21.94%-15.6pp |
| Employer contribution / active EE | $5,720 | $2,873+99.1% | $4,126+38.6% | $1,967+190.7% |
| Participant deferral / active EE | $0 | $2,997-100.0% | $5,247-100.0% | $2,959-100.0% |
| Admin fee / account holder | $1,173 | $4,735-75.2% | $11,799-90.1% | $3,480-66.3% |