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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $7,469 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,370 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,336 | $82,188-44.8% | $125,391-63.8% | $64,824-30.1% |
| Participation rate | 90.8% | 77.9%+12.9pp | 82.4%+8.4pp | 71.5%+19.3pp |
| Annual return | 0.00% | 3.50%-3.5pp | 572.41%-572.4pp | 32.84%-32.8pp |
| Employer contribution / active EE | $0 | $3,617-100.0% | $4,816-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $2,299 | $7,177-68.0% | $7,448-69.1% | $4,311-46.7% |
| Admin fee / account holder | $37 | $163-77.1% | $10,009-99.6% | $188-80.1% |