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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 | $54,117+11.7% | $135,768-55.5% | $65,306-7.4% |
| Participation rate | 59.4% | 48.7%+10.7pp | 71.1%-11.7pp | 57.7%+1.7pp |
| Annual return | 16.12% | 21.76%-5.6pp | 526.10%-510.0pp | 21.94%-5.8pp |
| Employer contribution / active EE | $1,899 | $1,029+84.5% | $3,394-44.0% | $1,967-3.5% |
| Participant deferral / active EE | $3,618 | $2,395+51.1% | $3,977-9.0% | $2,959+22.3% |
| Admin fee / account holder | $389 | $4,541-91.4% | $7,048-94.5% | $3,480-88.8% |