Filed July 8, 2021
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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC3 years Service code 27 65 MADISON AVE STE 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $48,689 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,510 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,636 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $7,200 |
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 | $28,753 | $50,919-43.5% | $155,556-81.5% | $77,762-63.0% |
| Participation rate | 53.5% | 63.1%-9.6pp | 78.2%-24.7pp | 70.6%-17.1pp |
| Annual return | 13.64% | 34.84%-21.2pp | 64.84%-51.2pp | 31.27%-17.6pp |
| Employer contribution / active EE | $552 | $1,991-72.3% | $4,675-88.2% | $2,728-79.8% |
| Participant deferral / active EE | $1,413 | $2,824-50.0% | $5,631-74.9% | $4,651-69.6% |
| Admin fee / account holder | $313 | $437-28.2% | $15,885-98.0% | $433-27.6% |