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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,799 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $15,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,140 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,446 | $51,736+16.8% | $120,225-49.7% | $67,986-11.1% |
| Participation rate | 59.4% | 46.1%+13.3pp | 69.6%-10.2pp | 57.2%+2.2pp |
| Annual return | 16.12% | 31.98%-15.9pp | 439.23%-423.1pp | 31.67%-15.5pp |
| Employer contribution / active EE | $1,899 | $1,071+77.3% | $3,475-45.4% | $2,019-5.9% |
| Participant deferral / active EE | $3,618 | $2,206+64.0% | $3,999-9.5% | $3,358+7.8% |
| Admin fee / account holder | $389 | $4,159-90.6% | $5,696-93.2% | $3,203-87.8% |