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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $21,024 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,576 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,474 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,453 | $69,511-37.5% | $94,672-54.1% | $71,529-39.3% |
| Participation rate | 82.9% | 78.4%+4.5pp | 80.8%+2.1pp | 67.9%+15.0pp |
| Annual return | 0.00% | 29.67%-29.7pp | 156.89%-156.9pp | 28.97%-29.0pp |
| Employer contribution / active EE | $3,081 | $2,853+8.0% | $3,673-16.1% | $2,590+19.0% |
| Participant deferral / active EE | $10,259 | $7,348+39.6% | $7,417+38.3% | $4,291+139.1% |
| Admin fee / account holder | $125 | $1,211-89.6% | $7,222-98.3% | $1,588-92.1% |