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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $14,712 |
Filed as: GALLAGHER BENEFIT SERVICE Service code 27 1100 SUPERIOR AVE. SUITE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $5,000 |
Filed as: EMPOWER ADVISORY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $170 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,394 | $60,323-86.1% | $81,812-89.7% | $74,495-88.7% |
| Participation rate | 66.3% | 62.9%+3.5pp | 72.3%-6.0pp | 67.2%-0.9pp |
| Annual return | 10.68% | 16.90%-6.2pp | 773.79%-763.1pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $932 | $2,620-64.4% | $2,912-68.0% | $2,623-64.5% |
| Participant deferral / active EE | $1,740 | $3,387-48.6% | $4,319-59.7% | $4,346-60.0% |
| Admin fee / account holder | $159 | $1,486-89.3% | $7,386-97.8% | $1,942-91.8% |