Filed February 25, 2016 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $39,428 |
Filed as: EMPOWER ANNUITY COMPANY OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,600 |
QRPS, INC.10+ years Filed as: QRPS, INC Service code 13 2724 DISCOVERY DR SUITE 100 · RALEIGH, NC 27616 | Contract Administrator | $16,489 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VALLAGE, CO 80111 | Investment Management | $9,662 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,357 | $53,204-48.6% | $155,556-82.4% | $200,096-86.3% |
| Participation rate | 33.6% | 64.1%-30.5pp | 78.2%-44.6pp | 72.0%-38.4pp |
| Annual return | 17.44% | 41.02%-23.6pp | 64.84%-47.4pp | 34.26%-16.8pp |
| Employer contribution / active EE | $258 | $1,850-86.1% | $4,675-94.5% | $3,038-91.5% |
| Participant deferral / active EE | $2,008 | $3,163-36.5% | $5,631-64.3% | $5,090-60.5% |
| Admin fee / account holder | $131 | $186-29.6% | $15,885-99.2% | $269-51.4% |