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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $112,098 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $103,853 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $76,976 |
SIKICH LLP1 year Service code 10 17335 GOLF PKWY STE 500 · BROOKFIELD, WI 530451128 | Accounting | $9,500 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $900 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,783 | $130,052+5.9% | $86,717+58.9% | $77,906+76.9% |
| Participation rate | 97.3% | 85.9%+11.4pp | 76.6%+20.7pp | 73.7%+23.6pp |
| Annual return | -14.98% | -12.73%-2.2pp | 35.97%-50.9pp | 12.16%-27.1pp |
| Employer contribution / active EE | $3,016 | $3,214-6.1% | $2,837+6.3% | $2,846+6.0% |
| Participant deferral / active EE | $6,950 | $5,741+21.1% | $4,657+49.2% | $4,805+44.6% |
| Admin fee / account holder | $182 | $132+38.3% | $7,494-97.6% | $133+37.6% |