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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $43,155 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,156 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,378 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,533 | $102,382+27.5% | $147,005-11.2% | $80,874+61.4% |
| Participation rate | 88.0% | 75.8%+12.1pp | 82.2%+5.8pp | 67.6%+20.3pp |
| Annual return | 12.81% | 134.89%-122.1pp | 418.76%-406.0pp | 35.62%-22.8pp |
| Employer contribution / active EE | $3,572 | $3,715-3.8% | $4,934-27.6% | $2,756+29.6% |
| Participant deferral / active EE | $13,112 | $6,646+97.3% | $8,070+62.5% | $4,297+205.2% |
| Admin fee / account holder | $644 | $7,942-91.9% | $13,006-95.0% | $6,935-90.7% |