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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $38,698 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,955 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,292 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,564 | $80,763-2.7% | $102,412-23.3% | $74,459+5.5% |
| Participation rate | 98.8% | 65.7%+33.1pp | 74.5%+24.3pp | 67.2%+31.6pp |
| Annual return | 11.52% | 27.57%-16.0pp | 24.94%-13.4pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $2,667 | $3,160-15.6% | $3,870-31.1% | $2,626+1.6% |
| Participant deferral / active EE | $7,598 | $3,862+96.7% | $5,060+50.1% | $4,350+74.7% |
| Admin fee / account holder | $332 | $2,371-86.0% | $8,388-96.0% | $1,945-83.0% |