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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CLARKE INS AGENCY INC Service code 27 211 HIGH ST · MOUNT HOLLY, NJ 080601403 | Advisory (Plan) | $39,515 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,135 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,014 | $102,385+198.9% | $147,080+108.1% | $80,935+278.1% |
| Participation rate | 92.8% | 75.9%+16.9pp | 82.2%+10.6pp | 67.7%+25.1pp |
| Annual return | 9.77% | 135.09%-125.3pp | 420.17%-410.4pp | 35.66%-25.9pp |
| Employer contribution / active EE | $8,247 | $3,717+121.9% | $4,933+67.2% | $2,757+199.2% |
| Participant deferral / active EE | $6,144 | $6,651-7.6% | $8,066-23.8% | $4,299+42.9% |
| Admin fee / account holder | $309 | $7,951-96.1% | $12,989-97.6% | $6,924-95.5% |