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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT, LLC Service code 10 · EIN 84-1233483 | Accounting | $260,800 |
Filed as: LAWRENCE C. MUSGROVE ASSOCIATES INC Service code 13 · EIN 54-0759756 | Contract Administrator | $130,242 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $48,000 |
O'DONOGHUE & O'DONOGHUE7 years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $15,606 |
NOVAK FRANCELLA LLC6 years Service code 10 · EIN 61-1436956 | Accounting | $15,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,585 | $86,936-63.7% | $102,437-69.2% | $99,313-68.2% |
| Participation rate | 43.0% | 81.7%-38.7pp | 74.5%-31.5pp | 71.7%-28.7pp |
| Annual return | 11.74% | 14.99%-3.2pp | 24.95%-13.2pp | 17.67%-5.9pp |
| Employer contribution / active EE | $1,890 | $3,925-51.8% | $3,871-51.2% | $3,264-42.1% |
| Participant deferral / active EE | $0 | $3,825-100.0% | $5,060-100.0% | $5,346-100.0% |
| Admin fee / account holder | $107 | $140-24.0% | $8,388-98.7% | $109-2.3% |