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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC6 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $17,972 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,493 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,405 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,079 | $80,705-24.3% | $115,768-47.2% | $67,986-10.2% |
| Participation rate | 95.6% | 63.0%+32.6pp | 74.4%+21.2pp | 57.2%+38.4pp |
| Annual return | 13.87% | 18.49%-4.6pp | 100.46%-86.6pp | 31.67%-17.8pp |
| Employer contribution / active EE | $611 | $2,046-70.1% | $2,940-79.2% | $2,019-69.7% |
| Participant deferral / active EE | $4,762 | $3,559+33.8% | $4,917-3.1% | $3,358+41.8% |
| Admin fee / account holder | $345 | $4,135-91.6% | $12,439-97.2% | $3,203-89.2% |