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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY & INSURANCE CO. Service code 28 · EIN 06-1050034 | Investment Management | $196,276 |
CARDAY ASSOCIATES9 years Service code 50 · EIN 53-0257019 | Direct Payment | $29,003 |
NOVAK FRANCELLA LLC4 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $17,179 |
DAHAB ASSOCIATES10+ years Filed as: DAHAB ASSOCIATES, INC. Service code 27 · EIN 11-2783874 | Advisory (Plan) | $12,995 |
Filed as: MOONEY, GREEN, & SAINDON,MUR Service code 29 · EIN 52-1958229 | Legal | $11,961 |
Employer contribution per participant 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 | $15,383 | $106,351-85.5% | $105,223-85.4% | $103,975-85.2% |
| Participation rate | 94.2% | 80.0%+14.2pp | 75.0%+19.1pp | 72.5%+21.6pp |
| Annual return | 8.82% | 11.69%-2.9pp | 180.65%-171.8pp | 19.41%-10.6pp |
| Employer contribution / active EE | $1,405 | $5,336-73.7% | $3,689-61.9% | $3,722-62.2% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $149 | $316-52.8% | $8,859-98.3% | $332-55.2% |