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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 52 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Indirect Investment Fees | $311,348 |
O'DONOGHUE & O'DONOGHUE10+ years Filed as: O'DONOGHUE AND O'DONOGHUE Service code 29 · EIN 52-0120528 | Legal | $80,420 |
WPAS, INC.1 year Service code 13 · EIN 91-1363171 | Contract Administrator | $73,000 |
SARFINO AND RHOADES, LLP10+ years Service code 10 · EIN 52-0961657 | Accounting | $46,874 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Service code 27 · EIN 36-4291971 | Advisory (Plan) | $37,321 |
THE SEGAL COMPANY6 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 · EIN 46-0619194 | Insurance Commissions | $21,328 |
ZENITH AMERICAN SOLUTIONS5 years Service code 13 · EIN 52-1590516 | Contract Administrator | $18,745 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 16 · EIN 13-1835864 | Consulting | $8,893 |
AMERICAN CENTURY8 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS8 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,193 | $86,936-2.0% | $102,437-16.8% | $99,313-14.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 74.5%+25.5pp | 71.7%+28.3pp |
| Annual return | 13.58% | 14.99%-1.4pp | 24.95%-11.4pp | 17.67%-4.1pp |
| Employer contribution / active EE | $5,562 | $3,925+41.7% | $3,871+43.7% | $3,264+70.4% |
| Participant deferral / active EE | $0 | $3,825-100.0% | $5,060-100.0% | $5,346-100.0% |
| Admin fee / account holder | $57 | $140-59.1% | $8,388-99.3% | $109-47.5% |