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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $42,080 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,314 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,551 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $101,445 | $79,223+28.1% | $102,460-1.0% | $74,478+36.2% |
| Participation rate | 69.6% | 74.8%-5.2pp | 76.5%-6.9pp | 67.2%+2.3pp |
| Annual return | 23.74% | 54.98%-31.2pp | 29.47%-5.7pp | 1370.56%-1346.8pp |
| Employer contribution / active EE | $2,013 | $2,363-14.8% | $3,025-33.5% | $2,626-23.3% |
| Participant deferral / active EE | $4,436 | $4,417+0.4% | $5,056-12.3% | $4,350+2.0% |
| Admin fee / account holder | $434 | $2,003-78.3% | $9,460-95.4% | $1,946-77.7% |