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) | $35,214 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,484 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,030 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,293 | $73,532-5.8% | $178,540-61.2% | $74,459-6.9% |
| Participation rate | 78.9% | 66.6%+12.3pp | 77.1%+1.8pp | 67.2%+11.7pp |
| Annual return | 13.36% | 17.51%-4.2pp | 27.15%-13.8pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $2,195 | $2,221-1.2% | $3,953-44.5% | $2,626-16.4% |
| Participant deferral / active EE | $4,293 | $4,519-5.0% | $6,281-31.6% | $4,350-1.3% |
| Admin fee / account holder | $354 | $1,813-80.5% | $10,424-96.6% | $1,945-81.8% |