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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) | $489,135 |
Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 14 · EIN 65-0498809 2010 NW 150TH AVENUE, SUITE 200 · PEMBROKE PINES, FL 33028 | Plan Administrator | $120,600 |
O'DONOGHUE & O'DONOGHUE9+ years Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE NW 800 · WASHINGTON, DC 20015 | Legal | $29,105 |
Service code 10 · EIN 58-2432390 12 PENNS TRIAL, SUITE 132 · NEWTOWN, PA 18940 | Accounting | $27,500 |
CALIBRE CPA GROUP PLLC6 years Filed as: CALIBRE CPA GROUP, PLLC Service code 50 · EIN 47-0900880 7501 WISCONSIN AVE STE 1200 · BETHESDA, MD 20814 | Direct Payment | $27,233 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,942 | $122,695-87.0% | $184,185-91.3% | $199,874-92.0% |
| Participation rate | 100.0% | 87.0%+13.0pp | 86.8%+13.2pp | 72.0%+28.0pp |
| Annual return | 13.05% | 143.93%-130.9pp | 28.81%-15.8pp | 34.28%-21.2pp |
| Employer contribution / active EE | $1,973 | $4,581-56.9% | $6,426-69.3% | $3,036-35.0% |
| Participant deferral / active EE | $0 | $7,983-100.0% | $9,132-100.0% | $5,090-100.0% |
| Admin fee / account holder | $249 | $120+107.0% | $13,909-98.2% | $269-7.5% |