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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG # 4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $26,740 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,821 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,566 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $1,430 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,616 | $76,050+111.2% | $96,544+66.4% | $71,457+124.8% |
| Participation rate | 84.3% | 74.4%+9.9pp | 76.0%+8.4pp | 67.9%+16.4pp |
| Annual return | 15.09% | 22.81%-7.7pp | 25.84%-10.8pp | 28.85%-13.8pp |
| Employer contribution / active EE | $3,255 | $2,244+45.0% | $2,965+9.8% | $2,588+25.8% |
| Participant deferral / active EE | $5,017 | $4,215+19.0% | $4,851+3.4% | $4,289+17.0% |
| Admin fee / account holder | $393 | $2,707-85.5% | $8,252-95.2% | $1,587-75.2% |