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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $81,944 |
MMA SECURITIES LLC9 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $25,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,365 | $106,230-5.5% | $147,080-31.8% | $77,736+29.1% |
| Participation rate | 86.2% | 78.4%+7.8pp | 82.2%+4.1pp | 70.6%+15.7pp |
| Annual return | 16.99% | 56.91%-39.9pp | 420.17%-403.2pp | 31.26%-14.3pp |
| Employer contribution / active EE | $3,333 | $4,072-18.2% | $4,933-32.4% | $2,728+22.2% |
| Participant deferral / active EE | $12,990 | $8,001+62.4% | $8,066+61.0% | $4,651+179.3% |
| Admin fee / account holder | $135 | $338-60.2% | $12,989-99.0% | $433-68.9% |