Filed March 28, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $26,883 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,088 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,000 | $65,390+25.4% | $169,368-51.6% | $71,457+14.8% |
| Participation rate | 96.6% | 67.0%+29.7pp | 77.1%+19.5pp | 67.9%+28.7pp |
| Annual return | 10.00% | 21.31%-11.3pp | 405.60%-395.6pp | 28.85%-18.8pp |
| Employer contribution / active EE | $1,436 | $2,079-30.9% | $4,013-64.2% | $2,588-44.5% |
| Participant deferral / active EE | $3,682 | $4,367-15.7% | $6,221-40.8% | $4,289-14.1% |
| Admin fee / account holder | $273 | $1,324-79.4% | $9,003-97.0% | $1,587-82.8% |