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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $32,006 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,617 |
Service code 13 6737 W WASHINGTON, SUITE 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $9,789 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,184 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,576 | $22,602+181.3% | $65,566-3.0% | $75,173-15.4% |
| Participation rate | 90.3% | 63.1%+27.2pp | 64.9%+25.3pp | 67.2%+23.1pp |
| Annual return | 15.69% | 71.13%-55.4pp | 47.40%-31.7pp | 160.72%-145.0pp |
| Employer contribution / active EE | $2,353 | $941+150.1% | $1,692+39.1% | $2,671-11.9% |
| Participant deferral / active EE | $4,101 | $1,695+142.0% | $2,832+44.8% | $4,126-0.6% |
| Admin fee / account holder | $470 | $1,877-75.0% | $4,114-88.6% | $5,651-91.7% |