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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 | $101,539-45.9% | $147,041-62.6% | $74,400-26.1% |
| Participation rate | 96.5% | 75.5%+21.0pp | 82.2%+14.3pp | 67.2%+29.3pp |
| Annual return | 14.48% | 8740.84%-8726.4pp | 419.21%-404.7pp | 1367.51%-1353.0pp |
| Employer contribution / active EE | $4,233 | $3,811+11.1% | $4,935-14.2% | $2,624+61.3% |
| Participant deferral / active EE | $7,867 | $7,304+7.7% | $8,071-2.5% | $4,348+80.9% |
| Admin fee / account holder | $359 | $1,749-79.5% | $13,006-97.2% | $1,944-81.5% |