Filed September 21, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $20,307 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,994 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,716 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,787 | $45,872+43.4% | $77,096-14.7% | $68,486-3.9% |
| Participation rate | 94.9% | 55.9%+39.0pp | 67.9%+26.9pp | 67.9%+27.0pp |
| Annual return | -14.61% | 1.73%-16.3pp | 42.35%-57.0pp | -7.85%-6.8pp |
| Employer contribution / active EE | $4,682 | $1,650+183.8% | $2,814+66.3% | $2,597+80.3% |
| Participant deferral / active EE | $3,933 | $2,963+32.7% | $4,429-11.2% | $4,028-2.4% |
| Admin fee / account holder | $367 | $3,041-87.9% | $5,428-93.2% | $5,404-93.2% |