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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Plan) | $46,236 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,407 |
THE BENEFIT PRACTICE6 years Service code 13 1055 WASHINGTON BOULEVARD · STAMFORD, CT 06901 | Contract Administrator | $13,197 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Other Fees | $9,248 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,155 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,825 | $82,678+28.0% | $125,391-15.6% | $68,490+54.5% |
| Participation rate | 78.9% | 75.1%+3.9pp | 82.4%-3.4pp | 67.9%+11.1pp |
| Annual return | -17.75% | -5.97%-11.8pp | 572.41%-590.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $5,706 | $3,382+68.7% | $4,816+18.5% | $2,597+119.7% |
| Participant deferral / active EE | $11,256 | $6,111+84.2% | $7,448+51.1% | $4,028+179.5% |
| Admin fee / account holder | $562 | $6,277-91.0% | $10,009-94.4% | $5,403-89.6% |