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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) | $27,483 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,948 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 4807 INNOVATE LN · MADISON, WI 53718 | Accounting | $2,040 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,671 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,164 | $83,045+76.0% | $130,026+12.4% | $71,495+104.4% |
| Participation rate | 86.0% | 74.1%+11.9pp | 78.5%+7.6pp | 67.9%+18.1pp |
| Annual return | 16.97% | 20.61%-3.6pp | -137.26%+154.2pp | 28.85%-11.9pp |
| Employer contribution / active EE | $2,837 | $2,623+8.2% | $4,321-34.3% | $2,589+9.6% |
| Participant deferral / active EE | $5,693 | $4,436+28.3% | $5,821-2.2% | $4,291+32.7% |
| Admin fee / account holder | $220 | $1,727-87.2% | $10,608-97.9% | $1,588-86.1% |