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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $45,642 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,016 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,494 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $37,062 | $89,465-58.6% | $165,071-77.5% | $77,736-52.3% |
| Participation rate | 94.6% | 78.6%+16.0pp | 78.6%+16.0pp | 70.6%+24.1pp |
| Annual return | 12.38% | 28.86%-16.5pp | 70.17%-57.8pp | 31.26%-18.9pp |
| Employer contribution / active EE | $2,691 | $2,565+4.9% | $4,347-38.1% | $2,728-1.4% |
| Participant deferral / active EE | $3,932 | $4,904-19.8% | $6,035-34.8% | $4,651-15.4% |
| Admin fee / account holder | $149 | $340-56.2% | $12,695-98.8% | $433-65.7% |