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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, NJ 80111 | Recordkeeping Fees | $3,639 |
Service code 27 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $990 |
Service code 13 3 US HIGHWAY 46 WEST · FAIRFIELD, NJ 070042904 | Contract Administrator | $750 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $533 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 99 6504 BRIDGE POINT PKWAY · AUSTIN, TX 78730 | Other Fees | $210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,060 | $37,463-86.5% | $77,100-93.4% | $66,949-92.4% |
| Participation rate | 63.6% | 52.9%+10.6pp | 67.9%-4.3pp | 69.8%-6.2pp |
| Annual return | -14.93% | -3.25%-11.7pp | 42.35%-57.3pp | 1.57%-16.5pp |
| Employer contribution / active EE | $1,212 | $1,535-21.0% | $2,815-56.9% | $2,545-52.4% |
| Participant deferral / active EE | $742 | $2,621-71.7% | $4,430-83.3% | $4,239-82.5% |
| Admin fee / account holder | $44 | $568-92.3% | $5,443-99.2% | $594-92.6% |