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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 | $113,656 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $26,000 |
FARBER HASS HURLEY LLP8 years Service code 10 9301 OAKDALE AVE STE 230 · CHATSWORTH, CA 91311 | Accounting | $19,900 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,341 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,404 | $66,459-25.7% | $81,353-39.3% | $77,736-36.4% |
| Participation rate | 95.8% | 68.7%+27.1pp | 69.5%+26.2pp | 70.6%+25.2pp |
| Annual return | 14.33% | 15.95%-1.6pp | 24.82%-10.5pp | 31.26%-16.9pp |
| Employer contribution / active EE | $1,736 | $2,156-19.5% | $2,464-29.5% | $2,728-36.4% |
| Participant deferral / active EE | $3,711 | $3,674+1.0% | $3,885-4.5% | $4,651-20.2% |
| Admin fee / account holder | $192 | $585-67.1% | $5,766-96.7% | $433-55.6% |