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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 | $129,227-1.7% | $184,260-31.0% | $77,736+63.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 18.07% | 33.24%-15.2pp | 28.84%-10.8pp | 31.26%-13.2pp |
| Employer contribution / active EE | $13,486 | $4,412+205.6% | $6,427+109.8% | $2,728+394.4% |
| Participant deferral / active EE | $16,535 | $7,307+126.3% | $9,133+81.1% | $4,651+255.6% |
| Admin fee / account holder | $293 | $256+14.6% | $13,898-97.9% | $433-32.4% |