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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) | $10,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,981 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,664 | $73,532+62.7% | $178,540-33.0% | $74,459+60.7% |
| Participation rate | 44.4% | 66.6%-22.2pp | 77.1%-32.7pp | 67.2%-22.8pp |
| Annual return | 11.44% | 17.51%-6.1pp | 27.15%-15.7pp | 1369.70%-1358.3pp |
| Employer contribution / active EE | $854 | $2,221-61.6% | $3,953-78.4% | $2,626-67.5% |
| Participant deferral / active EE | $2,437 | $4,519-46.1% | $6,281-61.2% | $4,350-44.0% |
| Admin fee / account holder | $308 | $1,813-83.0% | $10,424-97.0% | $1,945-84.2% |