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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC2 years Service code 27 65 MADISON AVE STE 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $54,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,306 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $328,875 | $101,591+223.7% | $147,096+123.6% | $74,429+341.9% |
| Participation rate | 86.3% | 75.5%+10.7pp | 82.2%+4.1pp | 67.2%+19.1pp |
| Annual return | 15.45% | 8746.45%-8731.0pp | 419.75%-404.3pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $4,084 | $3,813+7.1% | $4,936-17.3% | $2,625+55.6% |
| Participant deferral / active EE | $11,583 | $7,302+58.6% | $8,071+43.5% | $4,348+166.4% |
| Admin fee / account holder | $362 | $1,750-79.3% | $13,005-97.2% | $1,944-81.4% |