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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY & INSURANCE CO. Service code 28 · EIN 06-1050034 | Investment Management | $195,962 |
CARDAY ASSOCIATES8 years Service code 50 · EIN 53-0257019 | Direct Payment | $27,798 |
NOVAK FRANCELLA LLC3 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $17,015 |
DAHAB ASSOCIATES9+ years Filed as: DAHAB ASSOCIATES, INC. Service code 27 · EIN 11-2783874 | Advisory (Plan) | $12,969 |
Filed as: MOONEY, GREEN, BAKER, & SAINDON,MUR Service code 29 · EIN 52-1958229 | Legal | $6,836 |
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 | $14,151 | $241,850-94.1% | $102,383-86.2% | $199,921-92.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 10.58% | 17.67%-7.1pp | 24.94%-14.4pp | 34.28%-23.7pp |
| Employer contribution / active EE | $1,259 | $4,253-70.4% | $3,870-67.5% | $3,035-58.5% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,089-100.0% |
| Admin fee / account holder | $145 | $288-49.7% | $8,391-98.3% | $269-46.1% |