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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 | $58,911-23.3% | $129,384-65.1% | $77,736-41.9% |
| Participation rate | 94.2% | 59.4%+34.8pp | 69.6%+24.5pp | 70.6%+23.6pp |
| Annual return | 15.52% | 24.75%-9.2pp | 9461.77%-9446.3pp | 31.26%-15.7pp |
| Employer contribution / active EE | $1,598 | $1,955-18.3% | $4,153-61.5% | $2,728-41.4% |
| Participant deferral / active EE | $5,368 | $3,220+66.7% | $4,166+28.9% | $4,651+15.4% |
| Admin fee / account holder | $173 | $592-70.7% | $7,686-97.7% | $433-60.0% |