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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $37,079 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,286 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,067 | $69,511+35.3% | $94,664-0.6% | $71,511+31.5% |
| Participation rate | 62.1% | 78.4%-16.4pp | 80.8%-18.8pp | 67.9%-5.9pp |
| Annual return | 16.31% | 29.67%-13.4pp | 156.84%-140.5pp | 28.86%-12.5pp |
| Employer contribution / active EE | $1,029 | $2,853-63.9% | $3,673-72.0% | $2,589-60.2% |
| Participant deferral / active EE | $4,478 | $7,348-39.1% | $7,417-39.6% | $4,291+4.4% |
| Admin fee / account holder | $326 | $1,211-73.0% | $7,222-95.5% | $1,588-79.5% |