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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 | $102,422+27.4% | $147,117-11.3% | $80,959+61.2% |
| Participation rate | 88.0% | 75.9%+12.1pp | 82.2%+5.8pp | 67.7%+20.3pp |
| Annual return | 12.81% | 135.16%-122.3pp | 420.54%-407.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $3,572 | $3,717-3.9% | $4,932-27.6% | $2,757+29.6% |
| Participant deferral / active EE | $13,112 | $6,652+97.1% | $8,065+62.6% | $4,300+204.9% |
| Admin fee / account holder | $644 | $7,953-91.9% | $12,993-95.0% | $6,925-90.7% |