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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $23,983 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,440 |
COMPASS 360, LLC2 years Filed as: COMPASS 360 Service code 13 118 PORTSMOUTH AVE · STRATHAM, NH 03885 | Contract Administrator | $12,794 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,274 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,237 | $50,919+0.6% | $155,556-67.1% | $77,762-34.1% |
| Participation rate | 37.2% | 63.1%-25.9pp | 78.2%-41.1pp | 70.6%-33.4pp |
| Annual return | 11.43% | 34.84%-23.4pp | 64.84%-53.4pp | 31.27%-19.8pp |
| Employer contribution / active EE | $410 | $1,991-79.4% | $4,675-91.2% | $2,728-85.0% |
| Participant deferral / active EE | $2,281 | $2,824-19.2% | $5,631-59.5% | $4,651-51.0% |
| Admin fee / account holder | $440 | $437+0.8% | $15,885-97.2% | $433+1.7% |