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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $40,035 |
MMA SECURITIES LLC6 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $23,540 |
EJ CALLAHAN & ASSOCIATES LLC5 years Filed as: E J CALLAHAN & ASSOCIATES LLC Service code 99 1 PLEASURE ISLAND RD STE 2A · WAKEFIELD, MA 01880 | Other Fees | $10,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $99,863 | $79,700+25.3% | $153,432-34.9% | $74,546+34.0% |
| Participation rate | 63.6% | 69.8%-6.3pp | 77.1%-13.5pp | 67.2%-3.7pp |
| Annual return | 8.51% | 15.07%-6.6pp | 15.66%-7.1pp | 1366.03%-1357.5pp |
| Employer contribution / active EE | $2,291 | $4,016-43.0% | $5,038-54.5% | $2,624-12.7% |
| Participant deferral / active EE | $3,503 | $5,315-34.1% | $6,757-48.2% | $4,347-19.4% |
| Admin fee / account holder | $598 | $1,790-66.6% | $12,725-95.3% | $1,944-69.2% |