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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $21,894 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,119 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,117 |
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 | $42,928 | $69,511-38.2% | $94,672-54.7% | $71,529-40.0% |
| Participation rate | 80.9% | 78.4%+2.5pp | 80.8%+0.1pp | 67.9%+13.0pp |
| Annual return | 26.38% | 29.67%-3.3pp | 156.89%-130.5pp | 28.97%-2.6pp |
| Employer contribution / active EE | $5,196 | $2,853+82.1% | $3,673+41.5% | $2,590+100.6% |
| Participant deferral / active EE | $10,401 | $7,348+41.5% | $7,417+40.2% | $4,291+142.4% |
| Admin fee / account holder | $151 | $1,211-87.6% | $7,222-97.9% | $1,588-90.5% |