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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $50,064 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,755 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,795 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,888 | $101,653-46.0% | $147,080-62.7% | $74,459-26.3% |
| Participation rate | 99.1% | 75.6%+23.6pp | 82.2%+16.9pp | 67.2%+31.9pp |
| Annual return | 17.13% | 8754.98%-8737.8pp | 420.17%-403.0pp | 1369.70%-1352.6pp |
| Employer contribution / active EE | $3,654 | $3,813-4.2% | $4,933-25.9% | $2,626+39.2% |
| Participant deferral / active EE | $7,854 | $7,304+7.5% | $8,066-2.6% | $4,350+80.6% |
| Admin fee / account holder | $226 | $1,752-87.1% | $12,989-98.3% | $1,945-88.4% |