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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 | $101,672+118.3% | $147,117+50.8% | $74,478+197.9% |
| Participation rate | 99.5% | 75.5%+24.0pp | 82.2%+17.3pp | 67.2%+32.3pp |
| Annual return | 16.19% | 8757.83%-8741.6pp | 420.54%-404.3pp | 1370.56%-1354.4pp |
| Employer contribution / active EE | $4,147 | $3,813+8.8% | $4,932-15.9% | $2,626+57.9% |
| Participant deferral / active EE | $11,495 | $7,305+57.4% | $8,065+42.5% | $4,350+164.2% |
| Admin fee / account holder | $313 | $1,753-82.1% | $12,993-97.6% | $1,946-83.9% |