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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD. BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $26,572 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,666 |
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 | $635 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,585 | $55,446+58.0% | $155,574-43.7% | $74,429+17.7% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.79% | 269.20%-254.4pp | 64.87%-50.1pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $4,943 | $2,266+118.1% | $4,676+5.7% | $2,625+88.3% |
| Participant deferral / active EE | $5,291 | $2,836+86.6% | $5,629-6.0% | $4,348+21.7% |
| Admin fee / account holder | $201 | $1,743-88.5% | $15,914-98.7% | $1,944-89.7% |