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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MMCSC Service code 55 1166 AVE OF THE AMERICAS 22ND FL · NEW YORK, NY 10036 | Other Commissions | $28,797 |
WELLSTAT MANAGEMENT COMPANY LLC4+ years Service code 99 930 CLOPPER RD · GAITHERSBURG, MD 20878 | Other Fees | $17,419 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,821 |
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 | $120,639 | $77,817+55.0% | $123,553-2.4% | $64,173+88.0% |
| Participation rate | 87.5% | 74.7%+12.8pp | 82.3%+5.2pp | 69.6%+17.9pp |
| Annual return | -5.99% | 12.49%-18.5pp | 119.21%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,152 | $3,014-61.8% | $4,628-75.1% | $2,381-51.6% |
| Participant deferral / active EE | $10,587 | $5,240+102.0% | $6,426+64.8% | $3,470+205.1% |
| Admin fee / account holder | $245 | $5,519-95.6% | $9,284-97.4% | $4,887-95.0% |