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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $15,898 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,979 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $48 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,322 | $30,421+180.5% | $56,077+52.2% | $74,429+14.6% |
| Participation rate | 39.7% | 32.9%+6.8pp | 52.5%-12.8pp | 67.2%-27.6pp |
| Annual return | 10.80% | 24.94%-14.1pp | 1709.28%-1698.5pp | 1368.38%-1357.6pp |
| Employer contribution / active EE | $996 | $610+63.3% | $1,040-4.3% | $2,625-62.1% |
| Participant deferral / active EE | $1,969 | $1,175+67.6% | $1,954+0.8% | $4,348-54.7% |
| Admin fee / account holder | $322 | $2,363-86.4% | $2,825-88.6% | $1,944-83.4% |