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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $21,802 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,648 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,725 |
Filed as: BENCHMARK RETIREMENT PLAN SERVICES Service code 13 2215 PLANK RD · FREDERICKSBUG, VA 22401 | Contract Administrator | $10,661 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,945 | $101,672-46.0% | $147,117-62.7% | $74,478-26.2% |
| Participation rate | 96.5% | 75.5%+20.9pp | 82.2%+14.3pp | 67.2%+29.3pp |
| Annual return | 14.48% | 8757.83%-8743.3pp | 420.54%-406.1pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $4,233 | $3,813+11.0% | $4,932-14.2% | $2,626+61.2% |
| Participant deferral / active EE | $7,867 | $7,305+7.7% | $8,065-2.4% | $4,350+80.8% |
| Admin fee / account holder | $359 | $1,753-79.5% | $12,993-97.2% | $1,946-81.6% |