Filed May 1, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $11,655 |
Filed as: GALLACHER BENEFITS SERVICES INC DBA Service code 27 · EIN 26-0516431 | Advisory (Plan) | $6,961 |
FOLEY BENEFITS GROUP8+ years Service code 13 · EIN 31-1634880 | Contract Administrator | $1,392 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,500 | $72,620+8.1% | $90,756-13.5% | $66,930+17.3% |
| Participation rate | 59.6% | 73.7%-14.1pp | 75.7%-16.1pp | 69.8%-10.3pp |
| Annual return | -12.94% | -12.28%-0.7pp | -12.16%-0.8pp | 1.57%-14.5pp |
| Employer contribution / active EE | $2,136 | $2,369-9.9% | $2,922-26.9% | $2,545-16.1% |
| Participant deferral / active EE | $3,055 | $3,979-23.2% | $4,565-33.1% | $4,238-27.9% |
| Admin fee / account holder | $0 | $707-100.0% | $8,445-100.0% | $593-100.0% |