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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,871 |
Filed as: MML INVESTORS SERVICES INC Service code 55 · EIN 04-2746212 1295 STATE ST · SPRINGFIELD, MA 01111 | Other Commissions | $35,965 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,561 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $122,473 | $88,137+39.0% | $164,975-25.8% | $74,429+64.5% |
| Participation rate | 97.0% | 73.1%+23.9pp | 78.6%+18.4pp | 67.2%+29.8pp |
| Annual return | 12.52% | 17.13%-4.6pp | 70.12%-57.6pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $2,947 | $2,597+13.5% | $4,343-32.1% | $2,625+12.3% |
| Participant deferral / active EE | $7,174 | $4,501+59.4% | $6,033+18.9% | $4,348+65.0% |
| Admin fee / account holder | $317 | $2,231-85.8% | $12,688-97.5% | $1,944-83.7% |