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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3+ years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $15,646 |
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 | $1,527 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $825 |
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 | $40,465 | $53,925-25.0% | $75,501-46.4% | $69,631-41.9% |
| Participation rate | 71.8% | 71.2%+0.6pp | 72.4%-0.6pp | 70.7%+1.1pp |
| Annual return | 12.05% | 17.84%-5.8pp | 27.35%-15.3pp | 27571.02%-27559.0pp |
| Employer contribution / active EE | $1,101 | $1,802-38.9% | $2,352-53.2% | $2,032-45.8% |
| Participant deferral / active EE | $2,051 | $2,569-20.2% | $3,142-34.7% | $3,224-36.4% |
| Admin fee / account holder | $39 | $97-59.7% | $5,801-99.3% | $110-64.5% |