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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $84,823 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $33,109 |
LOREN D. STARK COMPANY5 years Filed as: LOREN D STARK COMPANY Service code 13 · EIN 74-1537058 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $15,357 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,146 |
ABIP PC1 year Service code 10 1717 SAINT JAMES PL STE 500 · HOUSTON, TX 77056 | Accounting | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,233 | $95,084-1.9% | $140,514-33.6% | $69,733+33.7% |
| Participation rate | 81.3% | 68.7%+12.5pp | 77.8%+3.5pp | 62.5%+18.8pp |
| Annual return | 9.91% | 18.56%-8.6pp | 14.36%-4.4pp | 15.22%-5.3pp |
| Employer contribution / active EE | $3,029 | $2,405+25.9% | $3,378-10.4% | $2,250+34.6% |
| Participant deferral / active EE | $5,934 | $3,868+53.4% | $4,919+20.6% | $3,054+94.3% |
| Admin fee / account holder | $381 | $4,885-92.2% | $13,697-97.2% | $3,102-87.7% |