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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $41,266 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,442 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,439 |
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 | $87,573 | $82,879+5.7% | $96,576-9.3% | $67,986+28.8% |
| Participation rate | 81.6% | 75.2%+6.4pp | 81.4%+0.2pp | 57.2%+24.4pp |
| Annual return | 23.81% | 36.90%-13.1pp | 38.47%-14.7pp | 31.67%-7.9pp |
| Employer contribution / active EE | $2,892 | $2,727+6.0% | $3,553-18.6% | $2,019+43.2% |
| Participant deferral / active EE | $9,558 | $6,976+37.0% | $7,956+20.1% | $3,358+184.6% |
| Admin fee / account holder | $366 | $2,783-86.9% | $11,381-96.8% | $3,203-88.6% |