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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $59,216 |
PENSION ASSURANCE LLP2 years Filed as: KB PENSION SERVICES INC Service code 13 9423 TOWN CENTER PKWY · LAKEWOOD RANCH, FL 34202 | Contract Administrator | $14,561 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $2,657 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,575 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $327 |
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 | $118,897 | $55,446+114.4% | $155,574-23.6% | $74,429+59.7% |
| Participation rate | 97.7% | 61.9%+35.8pp | 78.2%+19.5pp | 67.2%+30.4pp |
| Annual return | 12.65% | 269.20%-256.6pp | 64.87%-52.2pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $9,756 | $2,266+330.5% | $4,676+108.7% | $2,625+271.7% |
| Participant deferral / active EE | $6,758 | $2,836+138.3% | $5,629+20.1% | $4,348+55.4% |
| Admin fee / account holder | $472 | $1,743-72.9% | $15,914-97.0% | $1,944-75.7% |