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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $31,934 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,307 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,821 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,471 | $79,045-15.9% | $100,378-33.8% | $74,429-10.7% |
| Participation rate | 86.3% | 79.4%+6.9pp | 81.5%+4.8pp | 67.2%+19.1pp |
| Annual return | 27.94% | 20.61%+7.3pp | 49.41%-21.5pp | 1368.38%-1340.4pp |
| Employer contribution / active EE | $6,119 | $3,015+102.9% | $3,942+55.2% | $2,625+133.1% |
| Participant deferral / active EE | $11,892 | $7,751+53.4% | $8,087+47.0% | $4,348+173.5% |
| Admin fee / account holder | $266 | $1,335-80.1% | $7,899-96.6% | $1,944-86.3% |