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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $236,622 |
Filed as: UNITED ADMINISTRATIVE SERVICES INC Service code 13 · EIN 94-1749354 | Contract Administrator | $53,597 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $48,000 |
INEICH & COMPANY, LLP1 year Filed as: INEICH & COMPANY LLP Service code 10 · EIN 56-2552172 | Accounting | $22,000 |
Filed as: NEYHART ANDERSON FLYNN & GROSBOLL Service code 29 · EIN 94-2576729 | Legal | $19,722 |
SMART SOURCE LLC6 years Filed as: SMART SOURCE CRITICAL COMMUNICATION Service code 36 PO BOX 106023 · ATLANTA, GA 30348 | Copying and duplicating | $6,704 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN AGENCY Service code 22 · EIN 36-2668272 | Insurance Broker | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,119 | $241,850-73.1% | $102,437-36.4% | $200,096-67.5% |
| Participation rate | 99.1% | 78.3%+20.8pp | 74.5%+24.6pp | 72.0%+27.1pp |
| Annual return | 14.01% | 17.67%-3.7pp | 24.95%-10.9pp | 34.26%-20.3pp |
| Employer contribution / active EE | $3,204 | $4,253-24.7% | $3,871-17.2% | $3,038+5.5% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $141 | $288-51.2% | $8,388-98.3% | $269-47.8% |