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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MARSHALL & MOSS ADMIN SERVICES, INC Service code 13 · EIN 81-2845805 1400 OLD COUNTRY RD 406 · WESTBURY, NY 11590 | Contract Administrator | $61,957 |
REYNOLDS CONSULTING SERVICES4 years Filed as: REYNOLDS CONSULTING, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $30,000 |
Filed as: GOULD KOBRICK & SCHLAPP, PC Service code 10 · EIN 13-3082707 192 LEXINGTON AVENUE · NEW YORK, NY 10016 | Accounting | $19,500 |
THE SEGAL COMPANY4 years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $13,000 |
Service code 29 · EIN 26-3858697 258 SAW MILL RIVER RD · ELMSFORD, NY 10523 | Legal | $11,082 |
DODGE & COX4 years Service code 52 | Indirect Investment Fees | $0 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: EMPOWER FINANCIAL SERVICES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
INVESCO4 years Filed as: INVESCO ADVISORS, INC Service code 52 | Indirect Investment Fees | $0 |
KENNEDY CAPITAL MANAGEMENT4 years Filed as: KENNEDY CAPITAL MANAGEMENT, INC Service code 52 | Indirect Investment Fees | $0 |
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 | $74,717 | $89,123-16.2% | $102,460-27.1% | $77,762-3.9% |
| Participation rate | 76.9% | 80.9%-4.0pp | 76.5%+0.4pp | 70.6%+6.3pp |
| Annual return | 9.48% | 25.05%-15.6pp | 29.47%-20.0pp | 31.27%-21.8pp |
| Employer contribution / active EE | $3,522 | $2,700+30.5% | $3,025+16.4% | $2,728+29.1% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $226 | $236-4.1% | $9,460-97.6% | $433-47.7% |