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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $128,197 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $42,378 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,813 | $82,979-35.1% | $102,412-47.5% | $77,736-30.8% |
| Participation rate | 64.2% | 71.5%-7.3pp | 74.5%-10.3pp | 70.6%-6.4pp |
| Annual return | 15.54% | 19.11%-3.6pp | 24.94%-9.4pp | 31.26%-15.7pp |
| Employer contribution / active EE | $2,534 | $3,554-28.7% | $3,870-34.5% | $2,728-7.1% |
| Participant deferral / active EE | $5,483 | $4,109+33.4% | $5,060+8.4% | $4,651+17.9% |
| Admin fee / account holder | $389 | $639-39.1% | $8,388-95.4% | $433-10.2% |