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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 | $65,535 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $15,539 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $12,039 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,702 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,765 | $56,503-38.5% | $69,890-50.3% | $64,824-46.4% |
| Participation rate | 91.2% | 70.5%+20.7pp | 70.5%+20.7pp | 71.5%+19.7pp |
| Annual return | -11.14% | -13.44%+2.3pp | 190.84%-202.0pp | 32.84%-44.0pp |
| Employer contribution / active EE | $3,384 | $2,046+65.4% | $2,560+32.2% | $2,507+35.0% |
| Participant deferral / active EE | $4,653 | $3,389+37.3% | $3,848+20.9% | $4,311+7.9% |
| Admin fee / account holder | $184 | $160+14.6% | $6,267-97.1% | $188-2.2% |