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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $31,325 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,780 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,531 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,061 | $76,112+11.8% | $96,544-11.9% | $71,529+18.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 16.23% | 22.80%-6.6pp | 25.88%-9.6pp | 28.97%-12.7pp |
| Employer contribution / active EE | $2,614 | $2,248+16.3% | $2,966-11.9% | $2,590+0.9% |
| Participant deferral / active EE | $5,102 | $4,217+21.0% | $4,851+5.2% | $4,291+18.9% |
| Admin fee / account holder | $234 | $2,708-91.4% | $8,254-97.2% | $1,588-85.3% |