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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $53,266 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,190 |
EIDE BAILLY LLP4 years Filed as: EIDE BAILLY, LLP Service code 10 345 N REID PL · SIOUX FALLS, SD 57103 | Accounting | $16,197 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,716 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,162 | $79,045+236.7% | $100,378+165.2% | $74,429+257.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 81.5%-31.5pp | 67.2%-17.2pp |
| Annual return | 13.10% | 20.61%-7.5pp | 49.41%-36.3pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $6,923 | $3,015+129.6% | $3,942+75.6% | $2,625+163.7% |
| Participant deferral / active EE | $9,259 | $7,751+19.5% | $8,087+14.5% | $4,348+112.9% |
| Admin fee / account holder | $1,012 | $1,335-24.2% | $7,899-87.2% | $1,944-47.9% |