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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $47,095 |
PENSION ASSURANCE LLP3 years Filed as: KB PENSION SERVICES, INC. Service code 13 9423 TOWN CENTER PARKWAY · LAKEWOOD RANCH, FL 34202 | Contract Administrator | $26,490 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,154 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,639 |
ASSURANCE DIMENSIONS1 year Service code 10 4920 WEST CYPRESS STREET STE 102 · TAMPA, FL 33607 | Accounting | $3,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,620 | $47,126+9.5% | $149,673-65.5% | $74,419-30.6% |
| Participation rate | 58.7% | 63.4%-4.7pp | 78.8%-20.0pp | 70.7%-12.0pp |
| Annual return | 21.05% | 22.75%-1.7pp | 134.42%-113.4pp | 34.38%-13.3pp |
| Employer contribution / active EE | $1,901 | $1,905-0.3% | $4,818-60.6% | $2,637-27.9% |
| Participant deferral / active EE | $4,038 | $2,728+48.0% | $5,680-28.9% | $4,528-10.8% |
| Admin fee / account holder | $196 | $343-42.9% | $13,210-98.5% | $348-43.7% |