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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD · PENNINGTON, NJ 08534 | Advisory (Plan) | $26,146 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,073 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,589 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $5,520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,140 | $106,264-61.3% | $147,117-72.0% | $77,762-47.1% |
| Participation rate | 62.8% | 78.4%-15.6pp | 82.2%-19.4pp | 70.6%-7.8pp |
| Annual return | 19.88% | 56.94%-37.1pp | 420.54%-400.7pp | 31.27%-11.4pp |
| Employer contribution / active EE | $1,722 | $4,074-57.7% | $4,932-65.1% | $2,728-36.9% |
| Participant deferral / active EE | $3,033 | $8,003-62.1% | $8,065-62.4% | $4,651-34.8% |
| Admin fee / account holder | $197 | $334-41.2% | $12,993-98.5% | $433-54.6% |