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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-5674085 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $14,090 |
Filed as: JANET A PANEBIANCO CPA PLLC Service code 13 · EIN 71-1039549 3937 TAMPA RD, STE 4 · OLDSMAR, FL 34677 | Contract Administrator | $2,756 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $790 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,639 | $101,795-63.0% | $165,100-77.2% | $80,959-53.5% |
| Participation rate | 84.3% | 71.8%+12.4pp | 78.6%+5.6pp | 67.7%+16.6pp |
| Annual return | 13.59% | 16.73%-3.1pp | 70.21%-56.6pp | 35.67%-22.1pp |
| Employer contribution / active EE | $1,616 | $2,954-45.3% | $4,348-62.8% | $2,757-41.4% |
| Participant deferral / active EE | $2,432 | $4,476-45.7% | $6,035-59.7% | $4,300-43.4% |
| Admin fee / account holder | $195 | $8,221-97.6% | $12,696-98.5% | $6,925-97.2% |