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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $6,824 |
KEMPER CPA GROUP LLP1 year Service code 10 7200 EAGLE CREST BLVD · EVANSVILLE, IN 47715 | Accounting | $6,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $2,999 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,338 | $102,422+9.7% | $147,117-23.6% | $80,959+38.8% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 18.50% | 135.16%-116.7pp | 420.54%-402.0pp | 35.67%-17.2pp |
| Employer contribution / active EE | $2,384 | $3,717-35.9% | $4,932-51.7% | $2,757-13.5% |
| Participant deferral / active EE | $10,071 | $6,652+51.4% | $8,065+24.9% | $4,300+134.2% |
| Admin fee / account holder | $167 | $7,953-97.9% | $12,993-98.7% | $6,925-97.6% |