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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 65 MADISON AVE STE 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $36,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,051 |
Service code 27 100 PASSAIC AVE · FAIRFIELD, NJ 07004 | Advisory (Plan) | $18,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $265,202 | $91,439+190.0% | $135,974+95.0% | $71,511+270.9% |
| Participation rate | 91.6% | 75.7%+15.9pp | 81.9%+9.6pp | 67.9%+23.6pp |
| Annual return | 16.42% | 29.90%-13.5pp | 68.30%-51.9pp | 28.86%-12.4pp |
| Employer contribution / active EE | $3,628 | $3,705-2.1% | $4,859-25.3% | $2,589+40.1% |
| Participant deferral / active EE | $12,186 | $7,093+71.8% | $7,760+57.0% | $4,291+184.0% |
| Admin fee / account holder | $315 | $1,267-75.2% | $10,767-97.1% | $1,588-80.2% |