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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 13 · EIN 84-0467907 | Contract Administrator | $652,481 |
ABATO, RUBENSTEIN & ABATO4 years Service code 29 · EIN 52-0904713 | Legal | $86,313 |
Service code 13 · EIN 52-1590516 | Contract Administrator | $66,821 |
BENESYS, INC.1 year Service code 13 · EIN 38-2383171 | Contract Administrator | $37,990 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2644611 | Advisory (Plan) | $30,000 |
ANDREW GANNON3 years Service code 20 · EIN 52-1059733 | Direct payment from the plan; Trustee... | $7,701 |
BAIRD FUNDS3 years Filed as: ROBERT BENNETT Service code 20 · EIN 52-1059733 | Direct payment from the plan; Trustee... | $7,701 |
THE SEGAL COMPANY10+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 | Insurance brokerage commissions and f... | $6,270 |
AMERICAN FUNDS8 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
CRM8 years Service code 28 · EIN 84-0996383 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,877 | $241,101-45.7% | $103,333+26.7% | $199,593-34.4% |
| Participation rate | 63.5% | 78.3%-14.8pp | 74.5%-11.0pp | 72.0%-8.5pp |
| Annual return | 14.10% | 17.80%-3.7pp | 24.88%-10.8pp | 34.25%-20.2pp |
| Employer contribution / active EE | $2,659 | $4,244-37.4% | $3,868-31.3% | $3,034-12.4% |
| Participant deferral / active EE | $1,377 | $3,958-65.2% | $5,057-72.8% | $5,087-72.9% |
| Admin fee / account holder | $338 | $288+17.6% | $8,355-96.0% | $269+25.9% |