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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $34,159 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,427 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $631 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,163 | $80,983-40.5% | $96,544-50.1% | $75,177-35.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 14.08% | 27.05%-13.0pp | 25.88%-11.8pp | 160.75%-146.7pp |
| Employer contribution / active EE | $2,362 | $2,282+3.5% | $2,966-20.4% | $2,671-11.6% |
| Participant deferral / active EE | $3,186 | $3,929-18.9% | $4,851-34.3% | $4,126-22.8% |
| Admin fee / account holder | $375 | $6,717-94.4% | $8,254-95.5% | $5,651-93.4% |