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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $36,058 |
HILL WARD HENDERSON1 year Filed as: HILL BARTH & KING LLC DBA HBK CPAS Service code 10 6603 SUMMIT DR · CANFIELD, OH 44406 | Accounting | $16,500 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,167 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,292 |
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 | $88,615 | $78,027+13.6% | $178,528-50.4% | $80,925+9.5% |
| Participation rate | 92.6% | 65.7%+27.0pp | 77.1%+15.5pp | 67.7%+25.0pp |
| Annual return | 12.69% | 18.09%-5.4pp | 27.11%-14.4pp | 35.65%-23.0pp |
| Employer contribution / active EE | $3,656 | $2,281+60.3% | $3,950-7.4% | $2,756+32.7% |
| Participant deferral / active EE | $10,854 | $4,408+146.3% | $6,278+72.9% | $4,299+152.5% |
| Admin fee / account holder | $489 | $7,168-93.2% | $10,419-95.3% | $6,940-93.0% |