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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREEWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,465 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,643 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 53 | Insurance Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,504 | $79,151-21.0% | $60,906+2.6% | $64,819-3.6% |
| Participation rate | 77.1% | 77.7%-0.6pp | 73.1%+4.0pp | 71.5%+5.6pp |
| Annual return | -17.29% | -7.12%-10.2pp | 16.94%-34.2pp | 32.84%-50.1pp |
| Employer contribution / active EE | $2,491 | $3,052-18.4% | $2,703-7.8% | $2,507-0.6% |
| Participant deferral / active EE | $3,639 | $3,727-2.4% | $3,814-4.6% | $4,311-15.6% |
| Admin fee / account holder | $55 | $106-48.3% | $3,227-98.3% | $188-70.9% |