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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $33,075 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,173 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,088 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,647 | $79,209+19.5% | $102,434-7.6% | $74,459+27.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 14.15% | 54.98%-40.8pp | 29.46%-15.3pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $2,667 | $2,362+12.9% | $3,023-11.8% | $2,626+1.6% |
| Participant deferral / active EE | $5,384 | $4,417+21.9% | $5,055+6.5% | $4,350+23.8% |
| Admin fee / account holder | $270 | $2,002-86.5% | $9,462-97.1% | $1,945-86.1% |