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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3+ years Filed as: MMC SECURITIES LLC Service code 55 1166 AVE OF THE AMERICAS 22ND FL · NEW YORK, NY 10036 | Other Commissions | $26,548 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,515 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $127,009 | $85,766+48.1% | $136,298-6.8% | $70,126+81.1% |
| Participation rate | 83.3% | 74.2%+9.2pp | 81.9%+1.4pp | 69.5%+13.8pp |
| Annual return | 15.59% | 31.46%-15.9pp | 5156.27%-5140.7pp | 73.15%-57.6pp |
| Employer contribution / active EE | $1,418 | $2,966-52.2% | $4,696-69.8% | $2,343-39.5% |
| Participant deferral / active EE | $9,885 | $5,051+95.7% | $6,247+58.2% | $3,332+196.7% |
| Admin fee / account holder | $76 | $5,421-98.6% | $9,244-99.2% | $4,645-98.4% |