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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 84-0467907 | Contract Administrator | $136,271 |
Filed as: MARSHALL AND MOSS, LLP Service code 10 · EIN 11-3360166 | Accounting | $100,367 |
CARY KANE LLP3+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $60,000 |
PROSKAUER ROSE LLP3+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $60,000 |
NOVAK FRANCELLA LLC3+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $30,300 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH & BROWN PC Service code 16 · EIN 22-2027092 | Consulting | $10,370 |
Service code 28 · EIN 11-2559669 | Investment Management | $8,040 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,053 | $2,703,213-99.5% | $165,100-92.1% | $200,096-93.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 78.6%+21.4pp | 72.0%+28.0pp |
| Annual return | 14.07% | 17.97%-3.9pp | 70.21%-56.1pp | 34.26%-20.2pp |
| Employer contribution / active EE | $4,106 | $2,973+38.1% | $4,348-5.6% | $3,038+35.2% |
| Participant deferral / active EE | $1,009 | $5,021-79.9% | $6,035-83.3% | $5,090-80.2% |
| Admin fee / account holder | $165 | $1,999-91.7% | $12,696-98.7% | $269-38.6% |