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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $30,479 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,199 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $466 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,878 | $65,437+16.0% | $86,698-12.5% | $66,949+13.3% |
| Participation rate | 99.4% | 75.5%+23.9pp | 76.6%+22.8pp | 69.8%+29.6pp |
| Annual return | -17.78% | -10.91%-6.9pp | 35.96%-53.7pp | 1.57%-19.3pp |
| Employer contribution / active EE | $2,240 | $2,154+4.0% | $2,837-21.0% | $2,545-12.0% |
| Participant deferral / active EE | $4,826 | $4,102+17.6% | $4,656+3.6% | $4,239+13.8% |
| Admin fee / account holder | $215 | $642-66.4% | $7,492-97.1% | $594-63.7% |