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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER Service code 13 · EIN 84-0467907 | Contract Administrator | $116,749 |
JOHN GARDINER9+ years Service code 14 · EIN 36-6551011 | Plan Administrator | $70,551 |
JOHNSON & KROL, LLC9+ years Filed as: JOHNSON AND KROL LLC Service code 29 · EIN 36-4342024 | Legal | $68,027 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $39,802 |
Filed as: STRATEGIC CAPITAL Service code 27 · EIN 36-4268991 | Advisory (Plan) | $33,701 |
KINGA PILCH4 years Service code 30 · EIN 36-6551011 | Employee (plan) | $33,693 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT Service code 53 · EIN 46-0619194 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,918 | $88,480+107.9% | $96,683+90.2% | $80,160+129.4% |
| Participation rate | 32.0% | 79.9%-47.8pp | 74.3%-42.3pp | 72.9%-40.9pp |
| Annual return | 9.76% | 22.53%-12.8pp | 35.69%-25.9pp | 40.38%-30.6pp |
| Employer contribution / active EE | $7,569 | $4,176+81.2% | $3,737+102.6% | $2,978+154.2% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $221 | $212+4.3% | $6,730-96.7% | $145+52.3% |