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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) | $17,083 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $9,363 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,647 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $161 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,973 | $86,655+38.4% | $119,622+0.3% | $66,938+79.2% |
| Participation rate | 86.6% | 75.6%+11.1pp | 79.3%+7.4pp | 69.8%+16.8pp |
| Annual return | -15.86% | -8.00%-7.9pp | -14.98%-0.9pp | 1.58%-17.4pp |
| Employer contribution / active EE | $2,677 | $2,536+5.5% | $4,232-36.8% | $2,545+5.2% |
| Participant deferral / active EE | $5,061 | $4,358+16.1% | $5,601-9.6% | $4,238+19.4% |
| Admin fee / account holder | $176 | $755-76.7% | $10,328-98.3% | $594-70.4% |