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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $45,752 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $7,565 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,354 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $444 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,185 | $101,653+87.1% | $147,080+29.3% | $74,459+155.4% |
| Participation rate | 97.2% | 75.6%+21.7pp | 82.2%+15.0pp | 67.2%+30.0pp |
| Annual return | 18.30% | 8754.98%-8736.7pp | 420.17%-401.9pp | 1369.70%-1351.4pp |
| Employer contribution / active EE | $10,713 | $3,813+180.9% | $4,933+117.2% | $2,626+308.0% |
| Participant deferral / active EE | $19,074 | $7,304+161.1% | $8,066+136.5% | $4,350+338.5% |
| Admin fee / account holder | $391 | $1,752-77.6% | $12,989-97.0% | $1,945-79.9% |