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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $53,156 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,726 |
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.
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 | $171,875 | $90,107+90.7% | $182,262-5.7% | $69,733+146.5% |
| Participation rate | 71.4% | 64.8%+6.6pp | 84.2%-12.8pp | 62.5%+9.0pp |
| Annual return | 6.19% | 95.58%-89.4pp | 140.60%-134.4pp | 15.22%-9.0pp |
| Employer contribution / active EE | $5,548 | $3,043+82.3% | $5,046+9.9% | $2,250+146.5% |
| Participant deferral / active EE | $11,347 | $5,135+121.0% | $8,276+37.1% | $3,054+271.5% |
| Admin fee / account holder | $494 | $3,377-85.4% | $16,712-97.0% | $3,102-84.1% |