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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $43,332 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,948 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,895 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $123,983 | $122,042+1.6% | $184,260-32.7% | $74,459+66.5% |
| Participation rate | 87.0% | 85.5%+1.5pp | 86.8%+0.2pp | 67.2%+19.8pp |
| Annual return | 10.90% | 19.91%-9.0pp | 28.84%-17.9pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,612 | $7,143-35.4% | $9,133-49.5% | $4,350+6.0% |
| Admin fee / account holder | $601 | $1,252-52.0% | $13,898-95.7% | $1,945-69.1% |