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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) | $30,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,227 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,318 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $188,782 | $81,870+130.6% | $119,634+57.8% | $68,490+175.6% |
| Participation rate | 79.6% | 71.9%+7.7pp | 79.3%+0.3pp | 67.9%+11.7pp |
| Annual return | -14.11% | -23.82%+9.7pp | -14.98%+0.9pp | -7.85%-6.3pp |
| Employer contribution / active EE | $1,422 | $2,692-47.2% | $4,232-66.4% | $2,597-45.2% |
| Participant deferral / active EE | $5,723 | $4,148+38.0% | $5,601+2.2% | $4,028+42.1% |
| Admin fee / account holder | $423 | $6,583-93.6% | $10,329-95.9% | $5,403-92.2% |