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| Provider | Service type | Compensation |
|---|---|---|
CFS INVESTMENT ADVISORY SERVICES10+ years Service code 27 97 LACKAWANNA AVENUE · TOTOWA, NJ 07512 | Advisory (Plan) | $77,886 |
Filed as: LARSON ALLEN LLP Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $17,850 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,855 |
Filed as: PRIME PENSIONS, INC. Service code 13 25B VREELAND ROAD · FLORHAM PARK, NJ 079321910 | Contract Administrator | $5,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $273,432 | $79,209+245.2% | $102,434+166.9% | $74,459+267.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 13.98% | 54.98%-41.0pp | 29.46%-15.5pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $10,112 | $2,362+328.0% | $3,023+234.5% | $2,626+285.1% |
| Participant deferral / active EE | $5,203 | $4,417+17.8% | $5,055+2.9% | $4,350+19.6% |
| Admin fee / account holder | $159 | $2,002-92.1% | $9,462-98.3% | $1,945-91.8% |