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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,739 |
MMA SECURITIES LLC5 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $20,450 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,770 | $50,820-8.0% | $155,567-69.9% | $77,671-39.8% |
| Participation rate | 81.7% | 63.1%+18.6pp | 78.2%+3.5pp | 70.6%+11.1pp |
| Annual return | 12.05% | 34.85%-22.8pp | 64.74%-52.7pp | 31.21%-19.2pp |
| Employer contribution / active EE | $4,216 | $1,993+111.6% | $4,674-9.8% | $2,726+54.6% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $5,628-100.0% | $4,648-100.0% |
| Admin fee / account holder | $132 | $436-69.8% | $15,916-99.2% | $430-69.4% |