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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $127,861 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $20,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,778 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,250 | $91,692+6.1% | $67,561+43.9% | $77,714+25.1% |
| Participation rate | 98.2% | 76.0%+22.2pp | 72.9%+25.3pp | 70.6%+27.6pp |
| Annual return | 15.36% | 14.88%+0.5pp | 3525.44%-3510.1pp | 31.26%-15.9pp |
| Employer contribution / active EE | $4,300 | $3,188+34.9% | $2,735+57.2% | $2,727+57.7% |
| Participant deferral / active EE | $9,424 | $3,912+140.9% | $4,003+135.4% | $4,649+102.7% |
| Admin fee / account holder | $177 | $245-27.5% | $4,006-95.6% | $433-59.1% |