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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,822 | $101,672+17.9% | $147,117-18.6% | $74,478+60.9% |
| Participation rate | 84.3% | 75.5%+8.7pp | 82.2%+2.1pp | 67.2%+17.0pp |
| Annual return | 12.86% | 8757.83%-8745.0pp | 420.54%-407.7pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $392 | $3,813-89.7% | $4,932-92.1% | $2,626-85.1% |
| Participant deferral / active EE | $7,915 | $7,305+8.3% | $8,065-1.9% | $4,350+81.9% |
| Admin fee / account holder | $445 | $1,753-74.6% | $12,993-96.6% | $1,946-77.1% |