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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 | $98,776-84.4% | $119,126-87.1% | $89,670-82.8% |
| Participation rate | 94.2% | 83.1%+11.1pp | 75.8%+18.4pp | 71.2%+23.0pp |
| Annual return | 8.82% | 9.25%-0.4pp | 282.11%-273.3pp | 19.66%-10.8pp |
| Employer contribution / active EE | $1,405 | $5,802-75.8% | $4,034-65.2% | $4,041-65.2% |
| Participant deferral / active EE | $0 | $1,748-100.0% | $5,318-100.0% | $3,962-100.0% |
| Admin fee / account holder | $149 | $230-35.4% | $10,693-98.6% | $352-57.7% |