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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 | $35,643 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 55 P.O. BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $27,435 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,399 |
COMPASS3602 years Service code 13 118 PORTSMOUTH AVE · STRATHAM, NH 03885 | Contract Administrator | $11,673 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,747 | $101,653+24.7% | $147,080-13.8% | $74,459+70.2% |
| Participation rate | 84.2% | 75.6%+8.7pp | 82.2%+2.0pp | 67.2%+17.0pp |
| Annual return | 14.07% | 8754.98%-8740.9pp | 420.17%-406.1pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $2,659 | $3,813-30.3% | $4,933-46.1% | $2,626+1.3% |
| Participant deferral / active EE | $8,981 | $7,304+23.0% | $8,066+11.3% | $4,350+106.5% |
| Admin fee / account holder | $516 | $1,752-70.5% | $12,989-96.0% | $1,945-73.4% |