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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 | $14,771 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 99 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Other Fees | $1,088 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $179 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,449 | $80,763-93.3% | $102,412-94.7% | $74,459-92.7% |
| Participation rate | 90.8% | 65.7%+25.1pp | 74.5%+16.3pp | 67.2%+23.6pp |
| Annual return | 36.38% | 27.57%+8.8pp | 24.94%+11.4pp | 1369.70%-1333.3pp |
| Employer contribution / active EE | $1,653 | $3,160-47.7% | $3,870-57.3% | $2,626-37.0% |
| Participant deferral / active EE | $2,100 | $3,862-45.6% | $5,060-58.5% | $4,350-51.7% |
| Admin fee / account holder | $94 | $2,371-96.0% | $8,388-98.9% | $1,945-95.1% |