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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG · PENNINGTON, NJ 08534 | Advisory (Plan) | $48,276 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,731 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 · EIN 13-3180178 917 WESTERN AMERICA CIRCLE · MOBILE, AL 36609 | Contract Administrator | $212 |
Filed as: ECONOMIC GROUP PENSION SERVICES LLC Service code 13 · EIN 13-3180178 PO BOX 54 · FRANKLIN SQUARE, NY 11010 | Contract Administrator | $50 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,822 | $101,317+18.3% | $146,958-18.5% | $74,495+60.8% |
| Participation rate | 84.3% | 75.5%+8.7pp | 82.2%+2.1pp | 67.2%+17.1pp |
| Annual return | 12.86% | 8730.91%-8718.0pp | 418.34%-405.5pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $392 | $3,810-89.7% | $4,933-92.1% | $2,623-85.1% |
| Participant deferral / active EE | $7,915 | $7,303+8.4% | $8,070-1.9% | $4,346+82.1% |
| Admin fee / account holder | $445 | $1,739-74.4% | $12,998-96.6% | $1,942-77.1% |