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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 | $19,995 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $10,885 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,571 |
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 | $52,635 | $48,432+8.7% | $121,210-56.6% | $71,529-26.4% |
| Participation rate | 49.6% | 54.3%-4.7pp | 69.5%-19.9pp | 67.9%-18.3pp |
| Annual return | 19.55% | 23.28%-3.7pp | 987.41%-967.9pp | 28.97%-9.4pp |
| Employer contribution / active EE | $1,646 | $1,493+10.3% | $4,171-60.5% | $2,590-36.4% |
| Participant deferral / active EE | $3,164 | $2,756+14.8% | $4,084-22.5% | $4,291-26.3% |
| Admin fee / account holder | $270 | $1,845-85.3% | $5,647-95.2% | $1,588-83.0% |