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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 84-0467907 | Contract Administrator | $152,154 |
MARSHALL & MOSS ADMINISTRATIVE SER1 year 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,742 | $122,293-84.7% | $156,181-88.0% | $103,975-82.0% |
| Participation rate | 98.8% | 78.8%+20.0pp | 78.8%+20.0pp | 72.5%+26.3pp |
| Annual return | 18.96% | 21.63%-2.7pp | 64.87%-45.9pp | 19.41%-0.4pp |
| Employer contribution / active EE | $4,033 | $4,569-11.7% | $4,294-6.1% | $3,722+8.3% |
| Participant deferral / active EE | $1,307 | $5,548-76.4% | $6,132-78.7% | $5,343-75.5% |
| Admin fee / account holder | $189 | $125+51.1% | $14,586-98.7% | $332-43.1% |