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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $16,187 |
LOREN D. STARK COMPANY4 years Filed as: LOREN D STARK COMPANY Service code 13 · EIN 74-1537058 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $13,359 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,527 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,040 |
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 | $97,861 | $79,189+23.6% | $102,457-4.5% | $74,400+31.5% |
| Participation rate | 77.4% | 74.8%+2.6pp | 76.5%+0.9pp | 67.2%+10.2pp |
| Annual return | 15.79% | 54.98%-39.2pp | 29.41%-13.6pp | 1367.51%-1351.7pp |
| Employer contribution / active EE | $2,865 | $2,362+21.3% | $3,022-5.2% | $2,624+9.2% |
| Participant deferral / active EE | $5,632 | $4,415+27.6% | $5,054+11.4% | $4,348+29.5% |
| Admin fee / account holder | $304 | $2,002-84.8% | $9,451-96.8% | $1,944-84.3% |