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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $15,618 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,951 |
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 | $219,650 | $122,063+79.9% | $184,256+19.2% | $74,478+194.9% |
| Participation rate | 90.1% | 85.5%+4.6pp | 86.8%+3.3pp | 67.2%+22.9pp |
| Annual return | 16.34% | 19.92%-3.6pp | 28.85%-12.5pp | 1370.56%-1354.2pp |
| Employer contribution / active EE | $9,237 | $4,539+103.5% | $6,427+43.7% | $2,626+251.7% |
| Participant deferral / active EE | $15,891 | $7,144+122.4% | $9,133+74.0% | $4,350+265.3% |
| Admin fee / account holder | $9 | $1,253-99.3% | $13,899-99.9% | $1,946-99.5% |