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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) | $29,250 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,538 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,661 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $6,442 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,162 | $58,859-23.3% | $129,397-65.1% | $77,714-41.9% |
| Participation rate | 94.2% | 59.3%+34.9pp | 69.6%+24.6pp | 70.6%+23.6pp |
| Annual return | 15.52% | 24.74%-9.2pp | 9453.98%-9438.5pp | 31.26%-15.7pp |
| Employer contribution / active EE | $1,598 | $1,952-18.1% | $4,154-61.5% | $2,727-41.4% |
| Participant deferral / active EE | $5,368 | $3,215+66.9% | $4,167+28.8% | $4,649+15.5% |
| Admin fee / account holder | $173 | $591-70.7% | $7,679-97.7% | $433-60.0% |