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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $20,570 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,547 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $273 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,308 | $88,203-66.8% | $165,100-82.2% | $74,478-60.6% |
| Participation rate | 96.6% | 73.1%+23.4pp | 78.6%+17.9pp | 67.2%+29.3pp |
| Annual return | 14.67% | 17.13%-2.5pp | 70.21%-55.5pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $1,294 | $2,601-50.3% | $4,348-70.2% | $2,626-50.7% |
| Participant deferral / active EE | $2,641 | $4,505-41.4% | $6,035-56.2% | $4,350-39.3% |
| Admin fee / account holder | $153 | $2,235-93.1% | $12,696-98.8% | $1,946-92.1% |