Filed January 24, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $14,448 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,446 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,089 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,831 | $46,332-37.8% | $143,799-80.0% | $64,819-55.5% |
| Participation rate | 70.4% | 64.2%+6.2pp | 80.3%-9.9pp | 71.5%-1.1pp |
| Annual return | 0.00% | -10.05%+10.1pp | -0.04%0pp | 32.84%-32.8pp |
| Employer contribution / active EE | $1,958 | $1,911+2.4% | $4,952-60.5% | $2,507-21.9% |
| Participant deferral / active EE | $3,853 | $2,647+45.5% | $5,638-31.7% | $4,311-10.6% |
| Admin fee / account holder | $75 | $154-51.4% | $14,677-99.5% | $188-60.2% |