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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $21,681 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,879 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,317 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,068 | $85,515-37.9% | $112,040-52.6% | $67,986-21.9% |
| Participation rate | 59.2% | 68.2%-9.0pp | 76.5%-17.3pp | 57.2%+2.0pp |
| Annual return | 15.40% | 29.68%-14.3pp | 24.52%-9.1pp | 31.67%-16.3pp |
| Employer contribution / active EE | $2,749 | $2,191+25.4% | $2,954-6.9% | $2,019+36.2% |
| Participant deferral / active EE | $5,337 | $4,014+33.0% | $5,098+4.7% | $3,358+58.9% |
| Admin fee / account holder | $295 | $3,774-92.2% | $12,098-97.6% | $3,203-90.8% |