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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER TRUST COMPANY LLC Service code 52 · EIN 84-1455663 | Indirect Investment Fees | $493,954 |
ABATO, RUBENSTEIN & ABATO2 years Filed as: ABATO, RUBENSTEIN, & ABATO, P.A. Service code 29 · EIN 52-0904713 | Legal | $53,531 |
JENNIFER WALTER9+ years Service code 30 · EIN 52-2035147 | Employee (plan); Direct payment from ... | $46,785 |
THE SEGAL COMPANY8 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 | Direct payment from the plan; Insuran... | $27,960 |
BRENDAN SISK4 years Service code 30 · EIN 52-2035147 | Employee (plan); Direct payment from ... | $21,513 |
SHARON HUANG9+ years Filed as: SHARON MCLAUGHLIN Service code 30 · EIN 52-2035147 | Employee (plan); Direct payment from ... | $19,047 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $17,765 |
CYNTHIA JONES-BROOKS6 years Filed as: CYNTHIA LANDEFELD Service code 30 · EIN 52-2035147 | Direct payment from the plan; Employe... | $16,148 |
INVESTMENT PERFORMANCE SERVICES9+ years Filed as: INVESTMENT PERFORMANCE SERVICES INC Service code 16 · EIN 58-2432390 | Consulting | $10,000 |
BICC SYSTEMS, INC.2 years Filed as: BICC SYSTEMS, INC Service code 16 · EIN 36-2852073 | Consulting | $7,927 |
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 | $53,606 | $81,301-34.1% | $76,030-29.5% | $200,096-73.2% |
| Participation rate | 79.6% | 70.1%+9.6pp | 69.1%+10.6pp | 72.0%+7.6pp |
| Annual return | 24.47% | 16.31%+8.2pp | 361.54%-337.1pp | 34.26%-9.8pp |
| Employer contribution / active EE | $5,499 | $3,352+64.1% | $2,688+104.6% | $3,038+81.0% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $4,257-100.0% | $5,090-100.0% |
| Admin fee / account holder | $425 | $145+192.7% | $6,421-93.4% | $269+57.7% |