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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 PRINCETO · PENNINGTON, NJ 08534 | Advisory (Plan) | $23,212 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $13,814 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,397 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,578 | $81,358+28.5% | $155,556-32.8% | $80,959+29.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.83% | 33.39%-21.6pp | 64.84%-53.0pp | 35.67%-23.8pp |
| Employer contribution / active EE | $4,270 | $3,106+37.4% | $4,675-8.7% | $2,757+54.9% |
| Participant deferral / active EE | $4,464 | $3,455+29.2% | $5,631-20.7% | $4,300+3.8% |
| Admin fee / account holder | $624 | $7,994-92.2% | $15,885-96.1% | $6,925-91.0% |