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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,955 |
MMA SECURITIES LLC4 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $34,800 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,738 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,404 | $73,459+254.5% | $178,528+45.9% | $74,429+249.9% |
| Participation rate | 98.8% | 66.5%+32.3pp | 77.1%+21.7pp | 67.2%+31.6pp |
| Annual return | 12.07% | 17.50%-5.4pp | 27.11%-15.0pp | 1368.38%-1356.3pp |
| Employer contribution / active EE | $4,808 | $2,219+116.7% | $3,950+21.7% | $2,625+83.2% |
| Participant deferral / active EE | $15,433 | $4,515+241.9% | $6,278+145.8% | $4,348+254.9% |
| Admin fee / account holder | $406 | $1,812-77.6% | $10,419-96.1% | $1,944-79.1% |