Filed March 21, 2023 (most recent of 4 filings on file)
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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) | $9,843 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,603 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $122,063-100.0% | $184,256-100.0% | $74,478-100.0% |
| Participation rate | 0.0% | 85.5%-85.5pp | 86.8%-86.8pp | 67.2%-67.2pp |
| Annual return | 15.78% | 19.92%-4.1pp | 28.85%-13.1pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $2,621 | $4,539-42.3% | $6,427-59.2% | $2,626-0.2% |
| Participant deferral / active EE | $5,090 | $7,144-28.8% | $9,133-44.3% | $4,350+17.0% |
| Admin fee / account holder | $0 | $1,253-100.0% | $13,899-100.0% | $1,946-100.0% |