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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 | $26,831 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $10,340 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,494 |
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 | $62,535 | $52,450+19.2% | $129,384-51.7% | $74,459-16.0% |
| Participation rate | 57.9% | 53.8%+4.0pp | 69.6%-11.7pp | 67.2%-9.3pp |
| Annual return | 14.46% | 15.65%-1.2pp | 9461.77%-9447.3pp | 1369.70%-1355.2pp |
| Employer contribution / active EE | $1,778 | $1,532+16.0% | $4,153-57.2% | $2,626-32.3% |
| Participant deferral / active EE | $3,579 | $2,797+27.9% | $4,166-14.1% | $4,350-17.7% |
| Admin fee / account holder | $325 | $2,636-87.7% | $7,686-95.8% | $1,945-83.3% |