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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-5674085 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $10,522 |
Filed as: JANET A PANEBIANCO CPA PLLC Service code 13 · EIN 71-1039549 3937 TAMPA RD, STE 4 · OLDSMAR, FL 34677 | Contract Administrator | $1,109 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $450 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,742 | $91,537-66.4% | $130,045-76.4% | $75,173-59.1% |
| Participation rate | 93.8% | 71.5%+22.4pp | 78.5%+15.3pp | 67.2%+26.6pp |
| Annual return | 17.97% | -631.55%+649.5pp | -137.30%+155.3pp | 160.72%-142.7pp |
| Employer contribution / active EE | $3,450 | $2,845+21.3% | $4,321-20.2% | $2,671+29.2% |
| Participant deferral / active EE | $2,156 | $4,343-50.4% | $5,820-63.0% | $4,126-47.7% |
| Admin fee / account holder | $139 | $6,780-97.9% | $10,600-98.7% | $5,651-97.5% |