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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,658 |
MMA SECURITIES LLC3 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $35,361 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,458 |
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 | $50,264 | $81,948-38.7% | $90,756-44.6% | $64,814-22.4% |
| Participation rate | 97.0% | 80.5%+16.5pp | 75.7%+21.3pp | 71.5%+25.5pp |
| Annual return | -9.38% | -12.53%+3.2pp | -12.16%+2.8pp | 32.84%-42.2pp |
| Employer contribution / active EE | $3,682 | $3,067+20.0% | $2,922+26.0% | $2,507+46.9% |
| Participant deferral / active EE | $9,126 | $4,844+88.4% | $4,565+99.9% | $4,310+111.7% |
| Admin fee / account holder | $318 | $157+102.4% | $8,445-96.2% | $188+69.3% |