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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2+ years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $13,137 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,050 |
Service code 10 114 BROAD STREET · FLEMINGTON, NJ 08822 | Accounting | $6,500 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,631 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,020 | $50,106-24.1% | $69,779-45.5% | $57,658-34.1% |
| Participation rate | 63.7% | 70.9%-7.2pp | 71.8%-8.1pp | 70.2%-6.5pp |
| Annual return | 4.31% | 14.58%-10.3pp | 12.99%-8.7pp | 5.13%-0.8pp |
| Employer contribution / active EE | $969 | $1,739-44.3% | $2,338-58.6% | $1,974-50.9% |
| Participant deferral / active EE | $1,778 | $2,486-28.5% | $2,931-39.3% | $3,061-41.9% |
| Admin fee / account holder | $100 | $89+12.6% | $4,381-97.7% | $95+6.2% |