Filed November 20, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $172,429 |
MMA SECURITIES LLC3 years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $76,716 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,142 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,046 | $90,064+47.7% | $100,415+32.5% | $77,762+71.1% |
| Participation rate | 97.6% | 81.3%+16.3pp | 81.5%+16.1pp | 70.6%+27.0pp |
| Annual return | 15.02% | 20.61%-5.6pp | 49.47%-34.5pp | 31.27%-16.3pp |
| Employer contribution / active EE | $5,403 | $3,043+77.5% | $3,943+37.0% | $2,728+98.1% |
| Participant deferral / active EE | $11,630 | $8,282+40.4% | $8,091+43.7% | $4,651+150.1% |
| Admin fee / account holder | $316 | $172+83.5% | $7,906-96.0% | $433-27.1% |