Filed October 13, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,461 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $22,500 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Other Fees | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,701 | $86,897-48.6% | $151,611-70.5% | $64,808-31.0% |
| Participation rate | 98.3% | 87.3%+11.0pp | 87.5%+10.8pp | 71.5%+26.8pp |
| Annual return | 14.73% | -3.57%+18.3pp | 3.33%+11.4pp | 32.82%-18.1pp |
| Employer contribution / active EE | $5,133 | $4,010+28.0% | $6,166-16.7% | $2,506+104.9% |
| Participant deferral / active EE | $4,724 | $6,690-29.4% | $8,363-43.5% | $4,310+9.6% |
| Admin fee / account holder | $97 | $153-36.9% | $11,616-99.2% | $188-48.6% |