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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,893 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $4,433 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $3,217 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,689 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,426 | $102,429-77.1% | $147,096-84.1% | $80,925-71.1% |
| Participation rate | 95.6% | 75.9%+19.7pp | 82.2%+13.4pp | 67.7%+27.9pp |
| Annual return | 16.40% | 135.02%-118.6pp | 419.75%-403.3pp | 35.65%-19.2pp |
| Employer contribution / active EE | $1,306 | $3,716-64.9% | $4,936-73.5% | $2,756-52.6% |
| Participant deferral / active EE | $8,387 | $6,649+26.1% | $8,071+3.9% | $4,299+95.1% |
| Admin fee / account holder | $231 | $7,957-97.1% | $13,005-98.2% | $6,940-96.7% |