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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $706,458 |
Service code 50 · EIN 52-1139156 | Direct Payment | $89,803 |
ABATO, RUBENSTEIN & ABATO3 years Service code 29 · EIN 52-0904713 | Legal | $62,217 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $38,100 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $22,330 |
BAIRD FUNDS2 years Filed as: ROBERT BENNETT Service code 20 8100 SANDPIPER CIRCLE SUITE 800 · BALTIMORE, MD 21236 | Direct payment from the plan; Trustee... | $8,782 |
RODNEY E JEWELL6 years Filed as: RODNEY HORTON Service code 20 9411 PHILADELPHIA ROAD, SUITE S · BALTIMORE, MD 21237 | Trustee (individual); Direct payment ... | $6,768 |
ANDREW GANNON2 years Service code 20 9411 PHILADELPHIA ROAD, SUITE S · BALTIMORE, MD 21237 | Direct payment from the plan; Trustee... | $6,591 |
GARY M. TIBONI, CPA1 year Filed as: GARY GLAB Service code 20 9411 PHILADELPHIA ROAD, SUITE S · BALTIMORE, MD 21237 | Trustee (individual); Direct payment ... | $5,383 |
THE SEGAL COMPANY9+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 | Insurance brokerage commissions and f... | $5,361 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,040 | $88,479+35.7% | $96,543+24.3% | $80,187+49.7% |
| Participation rate | 64.0% | 79.9%-15.9pp | 74.3%-10.4pp | 72.9%-9.0pp |
| Annual return | 18.64% | 22.53%-3.9pp | 35.75%-17.1pp | 40.40%-21.8pp |
| Employer contribution / active EE | $2,350 | $4,177-43.7% | $3,741-37.2% | $2,980-21.1% |
| Participant deferral / active EE | $1,115 | $3,961-71.8% | $4,880-77.1% | $5,016-77.8% |
| Admin fee / account holder | $356 | $211+68.3% | $6,737-94.7% | $145+145.4% |