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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $64,135 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,075 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,256 | $65,437+18.1% | $86,698-10.9% | $66,949+15.4% |
| Participation rate | 99.6% | 75.5%+24.1pp | 76.6%+23.0pp | 69.8%+29.8pp |
| Annual return | -16.30% | -10.91%-5.4pp | 35.96%-52.3pp | 1.57%-17.9pp |
| Employer contribution / active EE | $4,170 | $2,154+93.6% | $2,837+47.0% | $2,545+63.8% |
| Participant deferral / active EE | $9,469 | $4,102+130.8% | $4,656+103.4% | $4,239+123.4% |
| Admin fee / account holder | $304 | $642-52.6% | $7,492-95.9% | $594-48.8% |