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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD, BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $81,220 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,163 |
AZALEA ADMINISTRATION LLC3 years Service code 13 P.O. BOX 180293 · MOBILE, AL 36618 | Contract Administrator | $17,566 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,405 | $56,047+27.4% | $98,716-27.7% | $79,634-10.3% |
| Participation rate | 58.4% | 54.6%+3.8pp | 69.3%-10.9pp | 62.5%-4.1pp |
| Annual return | 16.29% | 17.58%-1.3pp | 31.81%-15.5pp | 36.46%-20.2pp |
| Employer contribution / active EE | $1,180 | $1,237-4.6% | $2,279-48.2% | $2,529-53.4% |
| Participant deferral / active EE | $2,490 | $2,469+0.8% | $4,048-38.5% | $3,835-35.1% |
| Admin fee / account holder | $312 | $1,512-79.4% | $8,703-96.4% | $1,002-68.9% |