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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 27 · EIN 06-1050034 30 E.D. PREATE DRIVE SUITE 100 · SCRANTON, PA 18507 | Advisory (Plan) | $188,737 |
Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 14 · EIN 65-0498809 2010 NW 150TH AVENUE, SUITE 200 · PEMBROKE PINES, FL 33028 | Plan Administrator | $122,981 |
CALIBRE CPA GROUP PLLC7 years Filed as: CALIBRE CPA GROUP, PLLC Service code 50 · EIN 47-0900880 7501 WISCONSIN AVE STE 1200 · BETHESDA, MD 20814 | Direct Payment | $32,707 |
Service code 10 · EIN 58-2432390 12 PENNS TRIAL, SUITE 132 · NEWTOWN, PA 18940 | Accounting | $27,500 |
O'DONOGHUE & O'DONOGHUE10+ years Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE NW 800 · WASHINGTON, DC 20015 | Legal | $25,501 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,919 | $85,660-74.4% | $256,809-91.5% | $85,660-74.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 88.5%+11.5pp | 74.8%+25.2pp |
| Annual return | 11.76% | 19.52%-7.8pp | 32.73%-21.0pp | 19.52%-7.8pp |
| Employer contribution / active EE | $2,572 | $4,199-38.7% | $7,263-64.6% | $4,199-38.7% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $9,520-100.0% | $3,518-100.0% |
| Admin fee / account holder | $448 | $224+99.9% | $25,146-98.2% | $224+99.9% |