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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,026 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Filed as: GALLAGHER BENEFIT SERVICES Service code 27 1100 SUPERIOR AVE. · CLEVELAND, OH 44114 | Advisory (Plan) | $16,000 |
HSPG & ASSOCIATES PC10+ years Service code 10 5400 N. GRAND BLVD. · OKLAHOMA CITY, OK 73112 | Accounting | $14,350 |
EMPLOYEE BENEFITS GROUP, LLC10+ years Service code 13 | Contract Administrator | $9,999 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,011 |
EMPLOYEE BENEFITS GROUP, LLC10+ years Filed as: EMPLOYEE BENEFITS GROUP,LLC Service code 13 · EIN 73-1554797 | Contract Administrator | $0 |
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 | $71,282 | $54,679+30.4% | $76,119-6.4% | $74,459-4.3% |
| Participation rate | 100.0% | 60.3%+39.7pp | 69.1%+30.9pp | 67.2%+32.8pp |
| Annual return | 9.54% | 31.90%-22.4pp | 361.25%-351.7pp | 1369.70%-1360.2pp |
| Employer contribution / active EE | $1,157 | $1,781-35.1% | $2,693-57.0% | $2,626-55.9% |
| Participant deferral / active EE | $4,528 | $3,072+47.4% | $4,259+6.3% | $4,350+4.1% |
| Admin fee / account holder | $258 | $2,238-88.5% | $6,421-96.0% | $1,945-86.8% |