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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $43,500 |
SILAS SIMMONS, LLP2 years Filed as: SILAS SIMMONS LLP Service code 13 209 N COMMERCE ST PO BOX 1027 · NATCHEZ, MS 39121 | Contract Administrator | $11,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $660 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,894 | $57,541+26.7% | $95,759-23.9% | $75,177-3.0% |
| Participation rate | 67.4% | 62.5%+4.9pp | 72.3%-4.9pp | 67.2%+0.2pp |
| Annual return | 9.95% | 34.93%-25.0pp | 28.42%-18.5pp | 160.75%-150.8pp |
| Employer contribution / active EE | $1,026 | $1,808-43.2% | $2,836-63.8% | $2,671-61.6% |
| Participant deferral / active EE | $3,384 | $3,074+10.1% | $4,244-20.3% | $4,126-18.0% |
| Admin fee / account holder | $431 | $4,099-89.5% | $5,678-92.4% | $5,651-92.4% |