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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 1100 SUPERIOR AVE · CLEVELAND, OH 44114 | Advisory (Plan) | $44,498 |
Filed as: EMPOWER ANNUITY INSUR CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,740 |
PENSIONS PLUS, INC.8 years Service code 13 746 EAST WINCHESTER STREET · MURRAY, UT 841078528 | Contract Administrator | $20,081 |
SQUIRE PATTON BOGGS (US) LLP8 years Filed as: SQUIRE & COMPANY PC Service code 10 1329 SOUTH 800 EAST · OREM, UT 84097 | Accounting | $7,793 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $873 |
Filed as: EMPOWER FINANCIAL SERVICES Service code 72 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses | $20 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
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 | $121,123 | $101,653+19.2% | $147,080-17.6% | $74,459+62.7% |
| Participation rate | 85.1% | 75.6%+9.6pp | 82.2%+2.9pp | 67.2%+17.9pp |
| Annual return | 14.84% | 8754.98%-8740.1pp | 420.17%-405.3pp | 1369.70%-1354.9pp |
| Employer contribution / active EE | $4,648 | $3,813+21.9% | $4,933-5.8% | $2,626+77.0% |
| Participant deferral / active EE | $6,807 | $7,304-6.8% | $8,066-15.6% | $4,350+56.5% |
| Admin fee / account holder | $517 | $1,752-70.5% | $12,989-96.0% | $1,945-73.4% |