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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD, BLDG#4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $9,519 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,574 |
BSP CONSULTING1 year Service code 13 PO BOX 1087 · OLDSMAR, FL 34677 | Contract Administrator | $1,675 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $397 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,530 | $102,661-81.0% | $151,639-87.1% | $66,938-70.8% |
| Participation rate | 88.1% | 85.5%+2.6pp | 87.5%+0.6pp | 69.8%+18.3pp |
| Annual return | 103.14% | -10.81%+113.9pp | 3.34%+99.8pp | 1.58%+101.6pp |
| Employer contribution / active EE | $1,736 | $4,184-58.5% | $6,165-71.8% | $2,545-31.8% |
| Participant deferral / active EE | $2,834 | $6,645-57.4% | $8,363-66.1% | $4,238-33.1% |
| Admin fee / account holder | $73 | $630-88.5% | $11,613-99.4% | $594-87.8% |