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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 | $88,360+94.5% | $145,433+18.2% | $67,986+152.8% |
| Participation rate | 71.4% | 65.5%+5.9pp | 82.1%-10.7pp | 57.2%+14.2pp |
| Annual return | 6.19% | 63.15%-57.0pp | 66.58%-60.4pp | 31.67%-25.5pp |
| Employer contribution / active EE | $5,548 | $3,054+81.7% | $4,554+21.8% | $2,019+174.8% |
| Participant deferral / active EE | $11,347 | $5,932+91.3% | $7,897+43.7% | $3,358+237.9% |
| Admin fee / account holder | $494 | $3,313-85.1% | $13,129-96.2% | $3,203-84.6% |