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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $33,168 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,117 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,452 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,179 | $79,169-11.4% | $100,415-30.1% | $74,478-5.8% |
| Participation rate | 79.7% | 79.4%+0.3pp | 81.5%-1.9pp | 67.2%+12.4pp |
| Annual return | 27.08% | 20.51%+6.6pp | 49.47%-22.4pp | 1370.56%-1343.5pp |
| Employer contribution / active EE | $2,418 | $3,017-19.9% | $3,943-38.7% | $2,626-7.9% |
| Participant deferral / active EE | $9,209 | $7,751+18.8% | $8,091+13.8% | $4,350+111.7% |
| Admin fee / account holder | $297 | $1,337-77.8% | $7,906-96.2% | $1,946-84.7% |