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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $37,601 |
TRIAD ADVISORS INC3 years Filed as: TRIAD INSURANCE AGENCY INC Service code 55 5185 PEACHTREE PKWY #280 · NORCORSS, GA 300926541 | Other Commissions | $52 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $202,327 | $78,027+159.3% | $178,528+13.3% | $80,925+150.0% |
| Participation rate | 75.9% | 65.7%+10.3pp | 77.1%-1.2pp | 67.7%+8.3pp |
| Annual return | 11.78% | 18.09%-6.3pp | 27.11%-15.3pp | 35.65%-23.9pp |
| Employer contribution / active EE | $1,340 | $2,281-41.2% | $3,950-66.1% | $2,756-51.4% |
| Participant deferral / active EE | $8,576 | $4,408+94.6% | $6,278+36.6% | $4,299+99.5% |
| Admin fee / account holder | $428 | $7,168-94.0% | $10,419-95.9% | $6,940-93.8% |