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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $24,761 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,135 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,440 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,847 | $78,607-13.7% | $105,624-35.8% | $74,478-8.9% |
| Participation rate | 86.9% | 72.8%+14.0pp | 75.3%+11.6pp | 67.2%+19.6pp |
| Annual return | 10.20% | 15.96%-5.8pp | 116.20%-106.0pp | 1370.56%-1360.4pp |
| Employer contribution / active EE | $1,285 | $2,523-49.1% | $3,168-59.4% | $2,626-51.1% |
| Participant deferral / active EE | $4,061 | $4,325-6.1% | $5,013-19.0% | $4,350-6.7% |
| Admin fee / account holder | $316 | $2,220-85.8% | $10,961-97.1% | $1,946-83.8% |