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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD. BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $21,948 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,974 |
Service code 13 · EIN 14-1759450 435 NEW KARNER ROAD · ALBANY, NY 12205 | Contract Administrator | $5,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARED ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,585 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,899 | $61,356+28.6% | $149,696-47.3% | $71,511+10.3% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 17.33% | 35.86%-18.5pp | 134.46%-117.1pp | 28.86%-11.5pp |
| Employer contribution / active EE | $4,782 | $2,382+100.8% | $4,821-0.8% | $2,589+84.7% |
| Participant deferral / active EE | $4,513 | $2,920+54.6% | $5,682-20.6% | $4,291+5.2% |
| Admin fee / account holder | $169 | $1,263-86.6% | $13,212-98.7% | $1,588-89.3% |