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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 | $82,133+109.3% | $147,318+16.7% | $64,097+168.1% |
| Participation rate | 71.4% | 62.3%+9.2pp | 82.1%-10.6pp | 55.2%+16.2pp |
| Annual return | 6.19% | 78.78%-72.6pp | 70.43%-64.2pp | 34.64%-28.5pp |
| Employer contribution / active EE | $5,548 | $2,872+93.2% | $4,593+20.8% | $1,891+193.3% |
| Participant deferral / active EE | $11,347 | $5,407+109.9% | $7,906+43.5% | $3,080+268.4% |
| Admin fee / account holder | $494 | $3,730-86.8% | $13,708-96.4% | $3,454-85.7% |