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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 06-1050034 | Recordkeeping | $100,168 |
ZENITH AMERICAN SOLUTIONS10+ years Service code 10 · EIN 52-1590516 | Accounting | $37,081 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $29,667 |
THE SEGAL COMPANY8 years Filed as: THE SEGAL COMPANY (MIDWEST) INC. Service code 16 · EIN 13-1975125 | Consulting | $22,894 |
L.M. HENDERSON & COMPANY, LLP10+ years Filed as: L.M. HENDERSON Service code 15 · EIN 20-5520612 | Recordkeeping | $22,544 |
MAY OBERFELL LORBER3 years Filed as: MAY, OBERFELL, LORBER Service code 29 4100 EDISON LAKES PARKWAY, STE 100 · MISHAWAKA, IN 46545 | Legal | $21,045 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $18,500 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARTNERS LLC Service code 29 · EIN 03-0599899 | Legal | $6,641 |
IRON MOUNTAIN1 year Service code 49 · EIN 23-2588479 | Other Services | $5,383 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,955 | $92,224+63.7% | $105,223+43.5% | $79,634+89.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 11.06% | 88.65%-77.6pp | 180.65%-169.6pp | 36.46%-25.4pp |
| Employer contribution / active EE | $9,621 | $3,965+142.6% | $3,689+160.8% | $2,529+280.4% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $322 | $1,121-71.3% | $8,859-96.4% | $1,002-67.9% |