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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,325 | $58,778-48.4% | $129,207-76.5% | $77,643-60.9% |
| Participation rate | 100.0% | 59.2%+40.8pp | 69.6%+30.4pp | 70.6%+29.4pp |
| Annual return | 8.93% | 24.73%-15.8pp | 9417.33%-9408.4pp | 31.24%-22.3pp |
| Employer contribution / active EE | $1,984 | $1,952+1.7% | $4,153-52.2% | $2,726-27.2% |
| Participant deferral / active EE | $0 | $3,212-100.0% | $4,168-100.0% | $4,647-100.0% |
| Admin fee / account holder | $171 | $589-71.0% | $7,715-97.8% | $430-60.3% |