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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-2808480 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $108,175 |
HICKS PENSION SERVICES4 years Service code 13 · EIN 94-2158860 3459 W. SHAW AVE. · FRESNO, CA 93711 | Contract Administrator | $40,381 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,703 |
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 | $127,081 | $129,095-1.6% | $184,185-31.0% | $77,692+63.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 18.07% | 33.29%-15.2pp | 28.81%-10.7pp | 31.25%-13.2pp |
| Employer contribution / active EE | $13,486 | $4,410+205.8% | $6,426+109.9% | $2,726+394.7% |
| Participant deferral / active EE | $16,535 | $7,300+126.5% | $9,132+81.1% | $4,648+255.7% |
| Admin fee / account holder | $293 | $256+14.6% | $13,909-97.9% | $431-31.9% |