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| Provider | Service type | Compensation |
|---|---|---|
ALDEN CAPITAL5 years Filed as: J ALDEN ASSOCIATES INC Service code 55 37 WEST AVE STE 301 · WAYNE, PA 19087 | Other Commissions | $119,044 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $90,829 |
ALLIANCE PENSION CONSULTANTS, LLC10+ years Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 | Contract Administrator | $22,970 |
ALLIANCE PENSION CONSULTANTS, LLC10+ years Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 13 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Contract Administrator | $15,018 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,946 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,901 | $101,591+118.4% | $147,096+50.9% | $74,429+198.1% |
| Participation rate | 99.5% | 75.5%+24.0pp | 82.2%+17.3pp | 67.2%+32.3pp |
| Annual return | 16.19% | 8746.45%-8730.3pp | 419.75%-403.6pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $4,147 | $3,813+8.8% | $4,936-16.0% | $2,625+58.0% |
| Participant deferral / active EE | $11,495 | $7,302+57.4% | $8,071+42.4% | $4,348+164.4% |
| Admin fee / account holder | $313 | $1,750-82.1% | $13,005-97.6% | $1,944-83.9% |