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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $86,936 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $30,738 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $9,938 |
Service code 16 · EIN 34-1820650 | Consulting | $300 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,515 | $99,201-8.8% | $96,544-6.2% | $74,473+21.5% |
| Participation rate | 97.4% | 80.7%+16.7pp | 76.0%+21.4pp | 70.7%+26.6pp |
| Annual return | 15.47% | 22.40%-6.9pp | 25.88%-10.4pp | 34.36%-18.9pp |
| Employer contribution / active EE | $1,002 | $2,570-61.0% | $2,966-66.2% | $2,638-62.0% |
| Participant deferral / active EE | $5,149 | $4,938+4.3% | $4,851+6.1% | $4,530+13.7% |
| Admin fee / account holder | $169 | $225-24.8% | $8,254-98.0% | $347-51.3% |