| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER Service code 13 | Contract Administrator | $195,023 |
ASCENSUS LLC4 years Filed as: LEDBETTER PARISI, LLC Service code 29 105 DAVENTRY LANE, STE 200 · LOUISVILLE, KY 40223 | Legal | $51,715 |
MCM CPAS & ADVISORS LLP6 years Service code 10 · EIN 27-1235638 | Accounting | $22,375 |
THE SEGAL COMPANY8+ years Service code 16 · EIN 13-1975125 | Consulting | $18,400 |
ISSI8+ years Service code 16 · EIN 23-2182079 | Consulting | $12,591 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,821 | $76,774+58.7% | $112,270+8.5% | $77,906+56.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -15.34% | -10.25%-5.1pp | 27.49%-42.8pp | 12.16%-27.5pp |
| Employer contribution / active EE | $6,999 | $3,977+76.0% | $3,635+92.5% | $2,846+145.9% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $169 | $239-29.1% | $6,411-97.4% | $133+27.8% |