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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 | $45,109+56.0% | $85,240-17.4% | $77,762-9.5% |
| Participation rate | 56.8% | 48.7%+8.2pp | 67.5%-10.7pp | 70.6%-13.8pp |
| Annual return | 9.74% | 79.55%-69.8pp | 66.75%-57.0pp | 31.27%-21.5pp |
| Employer contribution / active EE | $162 | $1,602-89.9% | $2,735-94.1% | $2,728-94.1% |
| Participant deferral / active EE | $2,945 | $2,814+4.7% | $4,527-34.9% | $4,651-36.7% |
| Admin fee / account holder | $302 | $915-67.0% | $6,165-95.1% | $433-30.2% |