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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG 4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $103,703 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,560 |
THE HASLAUER GROUP, INC.3 years Service code 13 · EIN 72-1487108 | Contract Administrator | $46,610 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,667 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,715 | $241,850-85.6% | $102,412-66.1% | $199,960-82.6% |
| Participation rate | 47.0% | 78.3%-31.4pp | 74.5%-27.6pp | 72.0%-25.0pp |
| Annual return | 14.43% | 17.67%-3.2pp | 24.94%-10.5pp | 34.28%-19.8pp |
| Employer contribution / active EE | $2,440 | $4,253-42.6% | $3,870-36.9% | $3,036-19.6% |
| Participant deferral / active EE | $4,118 | $3,961+4.0% | $5,060-18.6% | $5,087-19.1% |
| Admin fee / account holder | $218 | $288-24.5% | $8,388-97.4% | $269-19.2% |