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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 | $102,393+198.9% | $147,041+108.1% | $80,911+278.2% |
| Participation rate | 92.8% | 75.9%+16.9pp | 82.2%+10.6pp | 67.6%+25.1pp |
| Annual return | 9.77% | 134.95%-125.2pp | 419.21%-409.4pp | 35.63%-25.9pp |
| Employer contribution / active EE | $8,247 | $3,715+122.0% | $4,935+67.1% | $2,756+199.3% |
| Participant deferral / active EE | $6,144 | $6,647-7.6% | $8,071-23.9% | $4,297+43.0% |
| Admin fee / account holder | $309 | $7,943-96.1% | $13,006-97.6% | $6,935-95.6% |