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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) | $46,267 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,448 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,994 |
Filed as: ATLANTIC PENSION SERVICES Service code 13 220 N. UNION STREET · KENNETT SQUARE, PA 19348 | Contract Administrator | $16,123 |
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 | $145,997 | $91,474+59.6% | $135,982+7.4% | $71,529+104.1% |
| Participation rate | 88.7% | 75.7%+13.0pp | 81.9%+6.7pp | 67.9%+20.7pp |
| Annual return | 18.65% | 29.89%-11.2pp | 68.32%-49.7pp | 28.97%-10.3pp |
| Employer contribution / active EE | $13,322 | $3,705+259.5% | $4,859+174.2% | $2,590+414.4% |
| Participant deferral / active EE | $14,265 | $7,095+101.1% | $7,760+83.8% | $4,291+232.4% |
| Admin fee / account holder | $594 | $1,267-53.1% | $10,767-94.5% | $1,588-62.6% |