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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $21,797 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,242 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,213 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,267 | $56,503+13.7% | $69,884-8.0% | $64,819-0.9% |
| Participation rate | 30.0% | 70.5%-40.5pp | 70.5%-40.5pp | 71.5%-41.5pp |
| Annual return | -17.75% | -13.44%-4.3pp | 190.81%-208.6pp | 32.84%-50.6pp |
| Employer contribution / active EE | $966 | $2,046-52.8% | $2,560-62.3% | $2,507-61.5% |
| Participant deferral / active EE | $1,802 | $3,389-46.8% | $3,848-53.2% | $4,311-58.2% |
| Admin fee / account holder | $314 | $160+95.9% | $6,266-95.0% | $188+67.2% |