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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $49,377 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,820 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $57 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,525 | $37,418-82.6% | $77,100-91.5% | $77,906-91.6% |
| Participation rate | 40.6% | 46.9%-6.3pp | 67.9%-27.3pp | 73.7%-33.1pp |
| Annual return | -13.29% | -7.13%-6.2pp | 42.35%-55.6pp | 12.16%-25.5pp |
| Employer contribution / active EE | $616 | $1,200-48.6% | $2,815-78.1% | $2,846-78.3% |
| Participant deferral / active EE | $1,113 | $2,572-56.7% | $4,430-74.9% | $4,805-76.8% |
| Admin fee / account holder | $61 | $126-51.7% | $5,443-98.9% | $133-54.1% |