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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $181,302 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $70,276 |
JONES DAY2 years Service code 99 250 VESEY ST · NEW YORK, NY 10281 | Other Fees | $37,320 |
BDO USA, LLP2 years Filed as: BDO USA LLP Service code 99 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Other Fees | $36,700 |
SMITH & DOWNEY1 year Filed as: SMITH & DOWNEY PA Service code 99 ONE W PENNSYLVANIA AVE STE 950 · BALTIMORE, MD 21204 | Other Fees | $19,955 |
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 | $216,734 | $122,128+77.5% | $147,117+47.3% | $200,096+8.3% |
| Participation rate | 97.2% | 78.2%+19.0pp | 82.2%+15.0pp | 72.0%+25.1pp |
| Annual return | 14.57% | 30.58%-16.0pp | 420.54%-406.0pp | 34.26%-19.7pp |
| Employer contribution / active EE | $5,484 | $4,093+34.0% | $4,932+11.2% | $3,038+80.5% |
| Participant deferral / active EE | $11,353 | $8,484+33.8% | $8,065+40.8% | $5,090+123.1% |
| Admin fee / account holder | $129 | $180-28.0% | $12,993-99.0% | $269-52.0% |