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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $27,366 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,306 |
PENSION ASSURANCE LLP4 years Filed as: PENSION & BENEFITS SOLUTIONS INC Service code 13 DBA SUNWEST PENSIONS · TEMPE, AZ 85281 | Contract Administrator | $12,549 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,253 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,896 | $102,661-43.6% | $151,628-61.8% | $66,930-13.5% |
| Participation rate | 58.3% | 85.5%-27.2pp | 87.5%-29.2pp | 69.8%-11.5pp |
| Annual return | -18.57% | -10.81%-7.8pp | 3.34%-21.9pp | 1.57%-20.1pp |
| Employer contribution / active EE | $1,256 | $4,184-70.0% | $6,165-79.6% | $2,545-50.6% |
| Participant deferral / active EE | $5,183 | $6,645-22.0% | $8,363-38.0% | $4,238+22.3% |
| Admin fee / account holder | $408 | $630-35.3% | $11,613-96.5% | $593-31.3% |