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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 | $18,502 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $10,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,140 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,462 | $45,602-2.5% | $117,529-62.2% | $66,949-33.6% |
| Participation rate | 55.2% | 57.6%-2.4pp | 70.6%-15.4pp | 69.8%-14.6pp |
| Annual return | -18.40% | -16.74%-1.7pp | 29.77%-48.2pp | 1.57%-20.0pp |
| Employer contribution / active EE | $1,682 | $1,579+6.6% | $4,179-59.7% | $2,545-33.9% |
| Participant deferral / active EE | $3,321 | $2,845+16.7% | $4,072-18.5% | $4,239-21.7% |
| Admin fee / account holder | $262 | $661-60.3% | $5,645-95.4% | $594-55.8% |