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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 | $8,755 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $6,815 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $342 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,300 | $101,672-66.3% | $147,117-76.7% | $74,478-53.9% |
| Participation rate | 89.6% | 75.5%+14.0pp | 82.2%+7.4pp | 67.2%+22.4pp |
| Annual return | 30.83% | 8757.83%-8727.0pp | 420.54%-389.7pp | 1370.56%-1339.7pp |
| Employer contribution / active EE | $3,679 | $3,813-3.5% | $4,932-25.4% | $2,626+40.1% |
| Participant deferral / active EE | $6,336 | $7,305-13.3% | $8,065-21.4% | $4,350+45.6% |
| Admin fee / account holder | $75 | $1,753-95.7% | $12,993-99.4% | $1,946-96.1% |