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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC9+ years Service code 27 65 MADISON AVE · MORRISTOWN, NJ 07860 | Advisory (Plan) | $20,652 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $9,710 |
PREMIER RETIREMENT PARTNERS5 years Service code 13 · EIN 83-1239374 8040 EXCELSIOR DRIVE · MADISON, WI 537172919 | Contract Administrator | $8,060 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,910 | $91,439-13.7% | $135,974-42.0% | $71,511+10.3% |
| Participation rate | 40.8% | 75.7%-34.8pp | 81.9%-41.1pp | 67.9%-27.1pp |
| Annual return | 18.24% | 29.90%-11.7pp | 68.30%-50.1pp | 28.86%-10.6pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $6,770 | $7,093-4.5% | $7,760-12.8% | $4,291+57.8% |
| Admin fee / account holder | $371 | $1,267-70.7% | $10,767-96.6% | $1,588-76.7% |