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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping fees; Float revenue | $95,947 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $21,409 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $21,339 |
ARONSON LLC1 year Filed as: ARONSON LLC ACCOUNTS RECEIVABL Service code 10 · EIN 37-1611326 | Accounting | $5,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,439 | $51,223+193.7% | $82,763+81.8% | $66,949+124.7% |
| Participation rate | 97.1% | 67.9%+29.2pp | 72.6%+24.5pp | 69.8%+27.2pp |
| Annual return | -16.60% | -9.85%-6.7pp | 702.45%-719.0pp | 1.57%-18.2pp |
| Employer contribution / active EE | $11,304 | $2,611+333.0% | $3,008+275.8% | $2,545+344.1% |
| Participant deferral / active EE | $8,951 | $3,460+158.7% | $4,395+103.6% | $4,239+111.1% |
| Admin fee / account holder | $678 | $415+63.3% | $5,325-87.3% | $594+14.3% |