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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2+ years Filed as: MMC SECURITIES LLC Service code 55 1166 AVE OF THE AMERICAS 22ND FL · NEW YORK, NY 10036 | Other Commissions | $24,698 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,173 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $114,083 | $76,551+49.0% | $123,894-7.9% | $62,881+81.4% |
| Participation rate | 81.0% | 73.0%+8.0pp | 81.4%-0.5pp | 69.3%+11.6pp |
| Annual return | 7.94% | 18.68%-10.7pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,526 | $2,882-47.1% | $4,617-66.9% | $2,281-33.1% |
| Participant deferral / active EE | $9,552 | $4,840+97.4% | $5,984+59.6% | $3,203+198.2% |
| Admin fee / account holder | $55 | $4,826-98.9% | $8,357-99.3% | $4,296-98.7% |