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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $10,698 |
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 | $135 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,671 | $58,292-88.6% | $86,640-92.3% | $71,511-90.7% |
| Participation rate | 86.8% | 65.0%+21.8pp | 71.7%+15.1pp | 67.9%+18.9pp |
| Annual return | 15.23% | 21.63%-6.4pp | 592.52%-577.3pp | 28.86%-13.6pp |
| Employer contribution / active EE | $415 | $2,574-83.9% | $3,024-86.3% | $2,589-84.0% |
| Participant deferral / active EE | $1,209 | $3,438-64.8% | $4,438-72.8% | $4,291-71.8% |
| Admin fee / account holder | $115 | $1,057-89.2% | $5,616-98.0% | $1,588-92.8% |