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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $99,629 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $10,500 |
HARDY REED LLC1 year Service code 27 PO BOX 437 · TUPELO, MS 38802 | Advisory (Plan) | $1,203 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $650 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,148 | $89,465-68.5% | $165,071-82.9% | $77,736-63.8% |
| Participation rate | 99.5% | 78.6%+20.8pp | 78.6%+20.8pp | 70.6%+28.9pp |
| Annual return | 15.65% | 28.86%-13.2pp | 70.17%-54.5pp | 31.26%-15.6pp |
| Employer contribution / active EE | $2,477 | $2,565-3.4% | $4,347-43.0% | $2,728-9.2% |
| Participant deferral / active EE | $3,672 | $4,904-25.1% | $6,035-39.1% | $4,651-21.0% |
| Admin fee / account holder | $142 | $340-58.3% | $12,695-98.9% | $433-67.3% |