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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 | $52,581+15.0% | $130,788-53.8% | $64,340-6.1% |
| Participation rate | 59.4% | 46.5%+12.9pp | 70.1%-10.7pp | 55.2%+4.2pp |
| Annual return | 16.12% | 20.39%-4.3pp | 386.44%-370.3pp | 24.14%-8.0pp |
| Employer contribution / active EE | $1,899 | $1,031+84.2% | $3,558-46.6% | $1,862+2.0% |
| Participant deferral / active EE | $3,618 | $2,200+64.4% | $4,137-12.5% | $2,980+21.4% |
| Admin fee / account holder | $389 | $4,583-91.5% | $6,673-94.2% | $3,703-89.5% |