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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 DBA GALLAGHER FIDUCIARY SERVICES · CLEVELAND, OH 44114 | Advisory (Plan) | $39,584 |
PENSION PERFORMANCE, INC.10+ years Service code 13 · EIN 36-4136186 2551 DIVISION ST. · JOLIET, IL 61435 | Contract Administrator | $17,298 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $13,814 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,531 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,377 | $45,031+56.3% | $85,009-17.2% | $77,671-9.4% |
| Participation rate | 56.8% | 48.7%+8.1pp | 67.5%-10.7pp | 70.6%-13.7pp |
| Annual return | 9.74% | 79.22%-69.5pp | 66.47%-56.7pp | 31.21%-21.5pp |
| Employer contribution / active EE | $162 | $1,609-89.9% | $2,728-94.1% | $2,726-94.1% |
| Participant deferral / active EE | $2,945 | $2,807+4.9% | $4,522-34.9% | $4,648-36.6% |
| Admin fee / account holder | $302 | $912-66.8% | $6,153-95.1% | $430-29.8% |