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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $36,064 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,353 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,134 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,137 | $44,980+0.4% | $85,063-46.9% | $77,692-41.9% |
| Participation rate | 45.8% | 48.6%-2.9pp | 67.5%-21.8pp | 70.6%-24.8pp |
| Annual return | 14.61% | 79.13%-64.5pp | 66.54%-51.9pp | 31.25%-16.6pp |
| Employer contribution / active EE | $1,237 | $1,607-23.0% | $2,727-54.7% | $2,726-54.6% |
| Participant deferral / active EE | $2,462 | $2,804-12.2% | $4,523-45.6% | $4,648-47.0% |
| Admin fee / account holder | $264 | $911-71.0% | $6,155-95.7% | $431-38.6% |