Filed March 17, 2026
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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 | $21,837 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $5,422 |
TRIAD ADVISORS INC1 year Service code 55 5185 PEACHTREE PKWY #280 · NORCROSS, GA 300926541 | Other Commissions | $3,520 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $771 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,427 | $42,367+9.6% | $79,580-41.7% | $64,819-28.4% |
| Participation rate | 11.6% | 64.7%-53.1pp | 69.5%-57.9pp | 71.5%-59.9pp |
| Annual return | -15.75% | -12.23%-3.5pp | 0.15%-15.9pp | 32.84%-48.6pp |
| Employer contribution / active EE | $48 | $1,181-95.9% | $2,413-98.0% | $2,507-98.1% |
| Participant deferral / active EE | $479 | $3,170-84.9% | $3,985-88.0% | $4,311-88.9% |
| Admin fee / account holder | $246 | $160+54.0% | $6,835-96.4% | $188+30.8% |