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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES Service code 27 PO BOX 9500 · SPRINGFIELD, MA 011029500 | Advisory (Plan) | $54,620 |
Filed as: TEAL BECKER & CHIARAMONTE, CPAS PC Service code 13 7 WASHINGTON SQUARE · ALBANY, NY 12205 | Contract Administrator | $21,115 |
Filed as: EMPOWER LIFE & ANNUITY INS CO OF NY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,332 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $92 |
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 | $152,580 | $76,696+98.9% | $96,515+58.1% | $71,511+113.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 16.44% | 48.32%-31.9pp | 35.73%-19.3pp | 28.86%-12.4pp |
| Employer contribution / active EE | $10,330 | $3,032+240.8% | $3,740+176.2% | $2,589+299.0% |
| Participant deferral / active EE | $4,665 | $3,770+23.7% | $4,880-4.4% | $4,291+8.7% |
| Admin fee / account holder | $899 | $2,030-55.7% | $6,735-86.7% | $1,588-43.4% |