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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC6 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $43,180 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,686 |
KELLEY DRYE & WARREN LLP5 years Service code 29 400 ATLANTIC ST · STANFORD, CT 06902 | Legal | $7,114 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,273 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,860 | $50,812-49.1% | $155,602-83.4% | $77,692-66.7% |
| Participation rate | 83.3% | 63.1%+20.2pp | 78.2%+5.1pp | 70.6%+12.7pp |
| Annual return | 7.90% | 34.85%-26.9pp | 64.81%-56.9pp | 31.25%-23.3pp |
| Employer contribution / active EE | $5,894 | $1,989+196.4% | $4,675+26.1% | $2,726+116.2% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,629-100.0% | $4,648-100.0% |
| Admin fee / account holder | $65 | $436-85.0% | $15,923-99.6% | $431-84.8% |