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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $170,190 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $72,000 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $33,257 |
JONES DAY1 year Service code 29 · EIN 34-0319085 250 VESEY ST · NEW YORK, NY 10281 | Legal | $27,488 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $203,691 | $107,415+89.6% | $135,998+49.8% | $80,187+154.0% |
| Participation rate | 97.0% | 78.0%+19.0pp | 81.9%+15.1pp | 72.9%+24.0pp |
| Annual return | 17.16% | 91.99%-74.8pp | 68.37%-51.2pp | 40.40%-23.2pp |
| Employer contribution / active EE | $5,068 | $3,878+30.7% | $4,860+4.3% | $2,980+70.1% |
| Participant deferral / active EE | $10,977 | $8,189+34.0% | $7,761+41.4% | $5,016+118.8% |
| Admin fee / account holder | $104 | $127-18.5% | $10,769-99.0% | $145-28.6% |