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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.9 years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $430,364 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $201,992 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $93,898 |
KRAW LAW GROUP9 years Filed as: KRAW LAW GROUP, APC Service code 29 · EIN 32-0465891 | Legal | $79,428 |
MEKETA INVESTMENT GROUP2 years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 17 · EIN 04-2659023 | Pension Consulting | $50,206 |
SMART SOURCE LLC3 years Service code 36 · EIN 30-0830429 | Direct payment from the plan; Copying... | $24,289 |
COMPLIANCE VERIFICATION9 years Service code 10 · EIN 26-2336426 | Accounting | $24,263 |
IRON MOUNTAIN8 years Service code 49 · EIN 23-2588479 | Other Services | $18,811 |
Service code 53 · EIN 94-3249244 | Insurance Commissions | $4,382 |
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 | $73,771 | $86,936-15.1% | $102,437-28.0% | $99,313-25.7% |
| Participation rate | 77.1% | 81.7%-4.6pp | 74.5%+2.5pp | 71.7%+5.4pp |
| Annual return | 9.94% | 14.99%-5.0pp | 24.95%-15.0pp | 17.67%-7.7pp |
| Employer contribution / active EE | $3,854 | $3,925-1.8% | $3,871-0.4% | $3,264+18.1% |
| Participant deferral / active EE | $0 | $3,825-100.0% | $5,060-100.0% | $5,346-100.0% |
| Admin fee / account holder | $147 | $140+5.0% | $8,388-98.2% | $109+35.0% |