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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) | $30,537 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,834 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,087 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,869 | $88,203+98.3% | $165,100+5.9% | $74,478+134.8% |
| Participation rate | 84.0% | 73.1%+10.9pp | 78.6%+5.4pp | 67.2%+16.8pp |
| Annual return | 13.16% | 17.13%-4.0pp | 70.21%-57.1pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $2,951 | $2,601+13.5% | $4,348-32.1% | $2,626+12.4% |
| Participant deferral / active EE | $6,163 | $4,505+36.8% | $6,035+2.1% | $4,350+41.7% |
| Admin fee / account holder | $271 | $2,235-87.9% | $12,696-97.9% | $1,946-86.1% |