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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $65,984 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $35,052 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,978 |
ADNET SYSTEMS INC8+ years Service code 99 6720 B ROCKLEDGE DR STE 504 · BETHESDA, MD 20817 | Other Fees | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,769 | $82,188+94.4% | $125,391+27.4% | $64,824+146.5% |
| Participation rate | 83.3% | 77.9%+5.4pp | 82.4%+0.9pp | 71.5%+11.9pp |
| Annual return | -13.37% | 3.50%-16.9pp | 572.41%-585.8pp | 32.84%-46.2pp |
| Employer contribution / active EE | $2,508 | $3,617-30.7% | $4,816-47.9% | $2,5070% |
| Participant deferral / active EE | $9,615 | $7,177+34.0% | $7,448+29.1% | $4,311+123.0% |
| Admin fee / account holder | $370 | $163+126.8% | $10,009-96.3% | $188+97.1% |