Filed February 18, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $82,895 |
Filed as: MML INVESTORES SERVICES INC Service code 55 · EIN 04-2746212 1295 STATE ST · SPRINGFIELD, MA 011110001 | Other Commissions | $17,496 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,265 | $55,470+6.8% | $155,556-61.9% | $74,478-20.4% |
| Participation rate | 98.3% | 61.9%+36.4pp | 78.2%+20.1pp | 67.2%+31.1pp |
| Annual return | 16.88% | 269.80%-252.9pp | 64.84%-48.0pp | 1370.56%-1353.7pp |
| Employer contribution / active EE | $2,363 | $2,267+4.3% | $4,675-49.5% | $2,626-10.0% |
| Participant deferral / active EE | $4,910 | $2,838+73.0% | $5,631-12.8% | $4,350+12.9% |
| Admin fee / account holder | $367 | $1,744-79.0% | $15,885-97.7% | $1,946-81.1% |