Filed September 20, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $61,769 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $2,457 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $147 |
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 | $231,134 | $83,090+178.2% | $130,062+77.7% | $71,529+223.1% |
| Participation rate | 97.4% | 74.1%+23.3pp | 78.5%+18.9pp | 67.9%+29.5pp |
| Annual return | 14.37% | 20.61%-6.2pp | -137.37%+151.7pp | 28.97%-14.6pp |
| Employer contribution / active EE | $2,940 | $2,624+12.1% | $4,322-32.0% | $2,590+13.5% |
| Participant deferral / active EE | $7,733 | $4,436+74.3% | $5,821+32.9% | $4,291+80.2% |
| Admin fee / account holder | $6 | $1,727-99.6% | $10,601-99.9% | $1,588-99.6% |