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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 | $15,342 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 1100 SUPERIOR AVE · CLEVELAND, OH 44114 | Advisory (Plan) | $6,064 |
MY BENEFITS, LLC4 years Filed as: MY BENEFITS LLC Service code 13 PO BOX 745680 · ATLANTA, GA 30374 | Contract Administrator | $4,145 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $893 |
MY BENEFITS, LLC3 years Service code 13 | Contract Administrator | $606 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,545 | $55,446+2.0% | $155,574-63.7% | $74,429-24.0% |
| Participation rate | 50.2% | 61.9%-11.7pp | 78.2%-28.0pp | 67.2%-17.0pp |
| Annual return | 5.66% | 269.20%-263.5pp | 64.87%-59.2pp | 1368.38%-1362.7pp |
| Employer contribution / active EE | $1,794 | $2,266-20.8% | $4,676-61.6% | $2,625-31.6% |
| Participant deferral / active EE | $2,034 | $2,836-28.3% | $5,629-63.9% | $4,348-53.2% |
| Admin fee / account holder | $211 | $1,743-87.9% | $15,914-98.7% | $1,944-89.2% |