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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 84-0467907 | Contract Administrator | $152,154 |
Filed as: MARSHALL & MOSS ADMINISTRATIVE SER Service code 10 · EIN 81-2845805 | Accounting | $93,865 |
PROSKAUER ROSE LLP4+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $90,000 |
CARY KANE LLP4+ years Filed as: CARY KANE, LLP Service code 29 · EIN 88-1989795 | Legal | $77,500 |
NOVAK FRANCELLA LLC4+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $36,997 |
QUAN-VEST CONSULTANTS, INC.2 years Service code 28 · EIN 11-2559669 | Investment Management | $13,152 |
JAMES L. GREEN, P.C.1 year Service code 29 · EIN 20-0844028 | Legal | $8,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,742 | $111,072-83.1% | $156,263-88.0% | $102,872-81.8% |
| Participation rate | 98.8% | 80.1%+18.7pp | 78.9%+19.9pp | 73.0%+25.8pp |
| Annual return | 18.96% | 16.98%+2.0pp | 59.47%-40.5pp | 19.06%-0.1pp |
| Employer contribution / active EE | $4,033 | $4,017+0.4% | $4,333-6.9% | $3,526+14.4% |
| Participant deferral / active EE | $1,307 | $5,455-76.0% | $6,158-78.8% | $5,535-76.4% |
| Admin fee / account holder | $189 | $120+57.1% | $14,255-98.7% | $292-35.3% |