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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 1100 SUPERIOR AVE · CLEVELAND, OH 44114 | Advisory (Plan) | $47,543 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,137 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $34,757 |
Filed as: ATLANTIC PENSION SERVICES Service code 13 220 N. UNION STREET · KENNETT SQUARE, PA 19348 | Contract Administrator | $16,931 |
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 | $164,550 | $101,591+62.0% | $147,096+11.9% | $74,429+121.1% |
| Participation rate | 86.7% | 75.5%+11.2pp | 82.2%+4.5pp | 67.2%+19.5pp |
| Annual return | 16.45% | 8746.45%-8730.0pp | 419.75%-403.3pp | 1368.38%-1351.9pp |
| Employer contribution / active EE | $12,538 | $3,813+228.8% | $4,936+154.0% | $2,625+377.6% |
| Participant deferral / active EE | $13,256 | $7,302+81.5% | $8,071+64.2% | $4,348+204.8% |
| Admin fee / account holder | $615 | $1,750-64.9% | $13,005-95.3% | $1,944-68.4% |