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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $26,207 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,767 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,795 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,924 | $55,437-22.6% | $155,534-72.4% | $74,459-42.4% |
| Participation rate | 82.1% | 61.9%+20.2pp | 78.2%+3.9pp | 67.2%+14.9pp |
| Annual return | 11.64% | 269.58%-257.9pp | 64.92%-53.3pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $2,466 | $2,266+8.8% | $4,675-47.3% | $2,626-6.1% |
| Participant deferral / active EE | $4,898 | $2,837+72.6% | $5,630-13.0% | $4,350+12.6% |
| Admin fee / account holder | $160 | $1,742-90.8% | $15,900-99.0% | $1,945-91.8% |