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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 | $101,499-66.2% | $147,005-76.7% | $74,546-54.0% |
| Participation rate | 89.6% | 75.5%+14.1pp | 82.2%+7.4pp | 67.2%+22.4pp |
| Annual return | 30.83% | 8732.34%-8701.5pp | 418.76%-387.9pp | 1366.03%-1335.2pp |
| Employer contribution / active EE | $3,679 | $3,811-3.5% | $4,934-25.4% | $2,624+40.2% |
| Participant deferral / active EE | $6,336 | $7,304-13.3% | $8,070-21.5% | $4,347+45.7% |
| Admin fee / account holder | $75 | $1,748-95.7% | $13,006-99.4% | $1,944-96.1% |