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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREEWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $80,879 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 DBA GALLAGHER FIDUC · CLEVELAND, OH 44114 | Advisory (Plan) | $41,045 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,364 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,734 | $91,710-4.3% | $67,560+29.9% | $77,762+12.8% |
| Participation rate | 71.8% | 76.0%-4.2pp | 72.9%-1.1pp | 70.6%+1.2pp |
| Annual return | 13.75% | 14.88%-1.1pp | 3533.50%-3519.7pp | 31.27%-17.5pp |
| Employer contribution / active EE | $2,692 | $3,187-15.5% | $2,737-1.6% | $2,728-1.3% |
| Participant deferral / active EE | $3,762 | $3,911-3.8% | $4,004-6.0% | $4,651-19.1% |
| Admin fee / account holder | $319 | $245+30.4% | $3,994-92.0% | $433-26.2% |