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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 | $64,885 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 25 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Directed Trustee | $42,215 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,437 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 5700 W 112TH ST STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $4,470 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,652 | $92,186-37.5% | $105,624-45.4% | $77,762-25.9% |
| Participation rate | 94.4% | 81.0%+13.3pp | 75.3%+19.1pp | 70.6%+23.8pp |
| Annual return | 25.07% | 17.83%+7.2pp | 116.20%-91.1pp | 31.27%-6.2pp |
| Employer contribution / active EE | $4,066 | $3,376+20.5% | $3,168+28.4% | $2,728+49.1% |
| Participant deferral / active EE | $8,563 | $5,395+58.7% | $5,013+70.8% | $4,651+84.1% |
| Admin fee / account holder | $289 | $219+32.0% | $10,961-97.4% | $433-33.2% |