See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $15,354 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,208 |
R-TECH CONSULTANTS, INC.5 years Filed as: R-TECH CONSULTANTS INC Service code 13 21331 CONSTANSO STREET · WOODLAND HILLS, CA 91364 | Contract Administrator | $2,556 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,318 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,970 | $49,915-7.9% | $154,803-70.3% | $74,304-38.1% |
| Participation rate | 50.0% | 54.0%-4.0pp | 78.1%-28.1pp | 60.3%-10.3pp |
| Annual return | 15.63% | 34.06%-18.4pp | 58.88%-43.3pp | 29.43%-13.8pp |
| Employer contribution / active EE | $766 | $1,611-52.4% | $4,305-82.2% | $2,241-65.8% |
| Participant deferral / active EE | $2,351 | $2,255+4.3% | $5,540-57.6% | $3,767-37.6% |
| Admin fee / account holder | $191 | $2,189-91.3% | $14,329-98.7% | $2,969-93.6% |