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| Provider | Service type | Compensation |
|---|---|---|
MILLER KAPLAN ARASE LLP7 years Service code 10 · EIN 95-2036255 3900 W ALAMEDA STE 2400 · BURBANK, CA 91505 | Accounting | $31,300 |
Filed as: EMPOWER ANNUITY INS CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,861 |
PENTEGRA SERVICES, INC.10+ years Service code 13 · EIN 13-3745616 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $6,695 |
Service code 99 4915 W CYPRESS ST #100 · TAMPA, FL 33607 | Other Fees | $4,995 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,325 | $58,859-48.5% | $129,397-76.6% | $77,714-61.0% |
| Participation rate | 100.0% | 59.3%+40.7pp | 69.6%+30.4pp | 70.6%+29.4pp |
| Annual return | 8.93% | 24.74%-15.8pp | 9453.98%-9445.0pp | 31.26%-22.3pp |
| Employer contribution / active EE | $1,984 | $1,952+1.7% | $4,154-52.2% | $2,727-27.2% |
| Participant deferral / active EE | $0 | $3,215-100.0% | $4,167-100.0% | $4,649-100.0% |
| Admin fee / account holder | $171 | $591-71.0% | $7,679-97.8% | $433-60.5% |