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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $82,890 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,731 |
EIDE BAILLY LLP2 years Filed as: EIDE BAILLY, LLP Service code 10 200 E 10TH ST · SIOUX FALLS, SD 57117 | Accounting | $14,484 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,147 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,677 | $58,320+127.5% | $86,438+53.5% | $66,938+98.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -18.28% | -9.71%-8.6pp | 4397.19%-4415.5pp | 1.58%-19.9pp |
| Employer contribution / active EE | $6,643 | $2,615+154.0% | $3,769+76.2% | $2,545+161.0% |
| Participant deferral / active EE | $8,625 | $6,899+25.0% | $6,952+24.1% | $4,238+103.5% |
| Admin fee / account holder | $883 | $546+61.7% | $6,733-86.9% | $594+48.7% |