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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 1400 AMERICAN BLVD., BLDG. #4 · PENNINGTON, NJ 08534 | Other Commissions | $22,179 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,068 |
EMPLOYEE PLAN COMPLIANCE COMPANY8+ years Service code 13 6555 PERKINS ROAD, SUITE 400 · BATON ROUGE, LA 70808 | Contract Administrator | $7,741 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,605 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,290 | $76,912+10.9% | $129,118-33.9% | $68,486+24.5% |
| Participation rate | 85.0% | 69.1%+15.9pp | 77.2%+7.8pp | 67.9%+17.1pp |
| Annual return | -15.26% | -9.78%-5.5pp | -10.94%-4.3pp | -7.85%-7.4pp |
| Employer contribution / active EE | $2,092 | $3,243-35.5% | $5,051-58.6% | $2,597-19.4% |
| Participant deferral / active EE | $5,563 | $4,732+17.6% | $6,539-14.9% | $4,028+38.1% |
| Admin fee / account holder | $494 | $6,638-92.6% | $14,305-96.5% | $5,404-90.8% |