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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 | $162,596 |
MMA SECURITIES LLC5 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $30,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,511 | $77,472-51.6% | $100,392-62.6% | $80,935-53.7% |
| Participation rate | 96.9% | 76.9%+19.9pp | 81.5%+15.4pp | 67.7%+29.2pp |
| Annual return | 11.53% | 37.26%-25.7pp | 49.45%-37.9pp | 35.66%-24.1pp |
| Employer contribution / active EE | $3,961 | $2,800+41.4% | $3,941+0.5% | $2,757+43.7% |
| Participant deferral / active EE | $16,857 | $6,818+147.2% | $8,090+108.4% | $4,299+292.1% |
| Admin fee / account holder | $222 | $5,885-96.2% | $7,904-97.2% | $6,924-96.8% |