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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $18,215 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,148 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,655 |
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 | $51,642 | $43,496+18.7% | $161,489-68.0% | $64,340-19.7% |
| Participation rate | 80.7% | 53.5%+27.2pp | 78.7%+2.0pp | 55.2%+25.5pp |
| Annual return | 18.23% | 20.76%-2.5pp | 89.72%-71.5pp | 24.14%-5.9pp |
| Employer contribution / active EE | $2,725 | $1,431+90.5% | $4,268-36.2% | $1,862+46.4% |
| Participant deferral / active EE | $5,734 | $1,996+187.3% | $5,630+1.9% | $2,980+92.4% |
| Admin fee / account holder | $127 | $2,330-94.5% | $16,006-99.2% | $3,703-96.6% |