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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $27,545 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,400 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,532 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,328 | $54,674+59.7% | $76,089+14.8% | $74,429+17.3% |
| Participation rate | 97.6% | 60.3%+37.3pp | 69.1%+28.5pp | 67.2%+30.4pp |
| Annual return | 14.10% | 31.89%-17.8pp | 360.94%-346.8pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $7,588 | $1,781+326.0% | $2,690+182.1% | $2,625+189.1% |
| Participant deferral / active EE | $11,926 | $3,071+288.3% | $4,259+180.0% | $4,348+174.3% |
| Admin fee / account holder | $162 | $2,238-92.8% | $6,418-97.5% | $1,944-91.7% |