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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $21,694 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,463 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,193 | $79,209-41.7% | $102,434-54.9% | $74,459-38.0% |
| Participation rate | 64.0% | 74.8%-10.8pp | 76.5%-12.6pp | 67.2%-3.3pp |
| Annual return | 24.77% | 54.98%-30.2pp | 29.46%-4.7pp | 1369.70%-1344.9pp |
| Employer contribution / active EE | $2,776 | $2,362+17.5% | $3,023-8.2% | $2,626+5.7% |
| Participant deferral / active EE | $5,176 | $4,417+17.2% | $5,055+2.4% | $4,350+19.0% |
| Admin fee / account holder | $221 | $2,002-89.0% | $9,462-97.7% | $1,945-88.6% |