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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,952 |
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $42,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,686 | $66,459-52.3% | $81,353-61.1% | $77,736-59.2% |
| Participation rate | 89.9% | 68.7%+21.2pp | 69.5%+20.4pp | 70.6%+19.3pp |
| Annual return | 11.89% | 15.95%-4.1pp | 24.82%-12.9pp | 31.26%-19.4pp |
| Employer contribution / active EE | $2,449 | $2,156+13.6% | $2,464-0.6% | $2,728-10.2% |
| Participant deferral / active EE | $3,507 | $3,674-4.6% | $3,885-9.7% | $4,651-24.6% |
| Admin fee / account holder | $167 | $585-71.5% | $5,766-97.1% | $433-61.6% |