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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS COMP OF AMER Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $110,051 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $99,659 |
Filed as: HUNNEX & SHOEMAKER INC Service code 13 PO BOX 24629 · SEATTLE, WA 98124 | Contract Administrator | $77,683 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 1100 SUPERIOR AVE · CLEVELAND, OH 44114 | Advisory (Plan) | $35,000 |
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 | $63,160 | $58,336+8.3% | $97,295-35.1% | $200,096-68.4% |
| Participation rate | 73.2% | 63.8%+9.4pp | 72.7%+0.5pp | 72.0%+1.1pp |
| Annual return | 20.62% | 32.81%-12.2pp | 75.62%-55.0pp | 34.26%-13.6pp |
| Employer contribution / active EE | $3,217 | $1,416+127.1% | $2,723+18.1% | $3,038+5.9% |
| Participant deferral / active EE | $6,161 | $3,240+90.2% | $4,264+44.5% | $5,090+21.0% |
| Admin fee / account holder | $256 | $114+124.9% | $5,646-95.5% | $269-4.8% |