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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER Service code 64 · EIN 84-1455663 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,855 |
MMA SECURITIES LLC1 year Service code 55 · EIN 22-3570392 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $47,507 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 10 · EIN 13-3745616 701 WESTCHESTER AVE, SUITE 320E · WHITE PLAINS, NY 10604 | Accounting | $8,064 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,125 | $101,591+167.9% | $147,096+85.0% | $74,429+265.6% |
| Participation rate | 87.7% | 75.5%+12.2pp | 82.2%+5.5pp | 67.2%+20.5pp |
| Annual return | 13.84% | 8746.45%-8732.6pp | 419.75%-405.9pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $5,846 | $3,813+53.3% | $4,936+18.4% | $2,625+122.7% |
| Participant deferral / active EE | $7,324 | $7,302+0.3% | $8,071-9.3% | $4,348+68.4% |
| Admin fee / account holder | $603 | $1,750-65.6% | $13,005-95.4% | $1,944-69.0% |