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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $31,395 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,398 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,179 | $95,438-44.3% | $135,982-60.9% | $74,473-28.6% |
| Participation rate | 91.9% | 78.2%+13.7pp | 81.9%+10.0pp | 70.7%+21.2pp |
| Annual return | 19.06% | 32.61%-13.6pp | 68.32%-49.3pp | 34.36%-15.3pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $6,869 | $7,790-11.8% | $7,760-11.5% | $4,530+51.6% |
| Admin fee / account holder | $151 | $259-41.5% | $10,767-98.6% | $347-56.4% |