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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 | $63,369 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 | Advisory (Plan) | $26,471 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 53 | Insurance Commissions | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,232 | $83,884-5.5% | $64,101+23.6% | $74,460+6.4% |
| Participation rate | 71.7% | 76.6%-4.9pp | 72.3%-0.6pp | 70.7%+1.0pp |
| Annual return | 18.85% | 16.57%+2.3pp | 33.72%-14.9pp | 34.38%-15.5pp |
| Employer contribution / active EE | $2,604 | $3,084-15.6% | $2,749-5.3% | $2,638-1.3% |
| Participant deferral / active EE | $3,594 | $3,692-2.6% | $3,881-7.4% | $4,530-20.7% |
| Admin fee / account holder | $244 | $196+24.3% | $3,070-92.1% | $348-29.9% |