| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INS CO OF NY Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $147,513 |
ASCENSUS LLC5 years Filed as: LEDBETTER PARISI, LLC Service code 29 105 DAVENTRY LANE, STE 200 · LOUISVILLE, KY 40223 | Legal | $49,963 |
CHERRY BEKAERT LLP1 year Service code 10 · EIN 56-0574444 | Accounting | $36,585 |
THE SEGAL COMPANY9+ years Service code 16 · EIN 13-1975125 | Consulting | $26,440 |
ISSI9+ years Service code 16 · EIN 23-2182079 | Consulting | $6,212 |
Service code 16 3700 KOPPERS STREET, STE 400 · BALTIMORE, MD 21227 | Consulting | $4,348 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,263 | $88,479+46.1% | $96,543+33.9% | $80,187+61.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 16.66% | 22.53%-5.9pp | 35.75%-19.1pp | 40.40%-23.7pp |
| Employer contribution / active EE | $8,500 | $4,177+103.5% | $3,741+127.2% | $2,980+185.3% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $140 | $211-33.7% | $6,737-97.9% | $145-3.4% |