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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 | $81,262+28.7% | $155,602-32.8% | $80,911+29.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.83% | 33.34%-21.5pp | 64.81%-53.0pp | 35.63%-23.8pp |
| Employer contribution / active EE | $4,270 | $3,102+37.6% | $4,675-8.7% | $2,756+54.9% |
| Participant deferral / active EE | $4,464 | $3,451+29.3% | $5,629-20.7% | $4,297+3.9% |
| Admin fee / account holder | $624 | $7,992-92.2% | $15,923-96.1% | $6,935-91.0% |