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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 | $81,557+85.1% | $123,973+21.8% | $65,191+131.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.7%+23.3pp | 63.0%+37.0pp |
| Annual return | 11.06% | 11.45%-0.4pp | 388.13%-377.1pp | 51.24%-40.2pp |
| Employer contribution / active EE | $9,621 | $4,637+107.5% | $4,126+133.2% | $2,400+300.8% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $5,247-100.0% | $2,671-100.0% |
| Admin fee / account holder | $322 | $1,040-69.0% | $11,799-97.3% | $907-64.5% |