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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 | $97,672 |
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 | $1,500 |
Service code 99 301 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,192 | $83,884-6.8% | $64,101+22.0% | $74,460+5.0% |
| Participation rate | 98.3% | 76.6%+21.7pp | 72.3%+26.0pp | 70.7%+27.5pp |
| Annual return | 22.43% | 16.57%+5.9pp | 33.72%-11.3pp | 34.38%-11.9pp |
| Employer contribution / active EE | $4,228 | $3,084+37.1% | $2,749+53.8% | $2,638+60.3% |
| Participant deferral / active EE | $9,251 | $3,692+150.6% | $3,881+138.4% | $4,530+104.2% |
| Admin fee / account holder | $134 | $196-31.6% | $3,070-95.6% | $348-61.4% |