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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $40,967 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,575 |
Service code 13 P.O. BOX 601070 · JACKSONVILLE, FL 32260 | Contract Administrator | $17,155 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,983 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,142 | $106,230-73.5% | $147,080-80.9% | $77,736-63.8% |
| Participation rate | 87.9% | 78.4%+9.5pp | 82.2%+5.7pp | 70.6%+17.3pp |
| Annual return | 15.58% | 56.91%-41.3pp | 420.17%-404.6pp | 31.26%-15.7pp |
| Employer contribution / active EE | $441 | $4,072-89.2% | $4,933-91.1% | $2,728-83.8% |
| Participant deferral / active EE | $4,828 | $8,001-39.7% | $8,066-40.1% | $4,651+3.8% |
| Admin fee / account holder | $308 | $338-9.0% | $12,989-97.6% | $433-28.9% |