Filed May 24, 2022 (most recent of 2 filings on file)
Total covered: 20 employees
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| Provider | Service type | Compensation |
|---|---|---|
GRAY, GRAY & GRAY1 year Filed as: GRAY GRAY & GRAY, LLP Service code 99 34 SOUTHWEST PARK · WESTWOOD, MA 02090 | Other Fees | $18,000 |
MMA SECURITIES LLC2+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $16,287 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,940 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,278 | $50,919-64.1% | $155,556-88.3% | $77,762-76.5% |
| Participation rate | 44.8% | 63.1%-18.3pp | 78.2%-33.4pp | 70.6%-25.8pp |
| Annual return | 10.89% | 34.84%-23.9pp | 64.84%-54.0pp | 31.27%-20.4pp |
| Employer contribution / active EE | $370 | $1,991-81.4% | $4,675-92.1% | $2,728-86.4% |
| Participant deferral / active EE | $1,227 | $2,824-56.6% | $5,631-78.2% | $4,651-73.6% |
| Admin fee / account holder | $44 | $437-89.9% | $15,885-99.7% | $433-89.8% |