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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC5 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $48,116 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41,805 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,272 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,758 | $92,090-51.4% | $106,201-57.9% | $77,671-42.4% |
| Participation rate | 97.0% | 81.0%+16.0pp | 75.3%+21.7pp | 70.6%+26.4pp |
| Annual return | 11.07% | 17.89%-6.8pp | 116.26%-105.2pp | 31.21%-20.1pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $3,170-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,345 | $5,386-19.3% | $5,012-13.3% | $4,648-6.5% |
| Admin fee / account holder | $217 | $219-0.9% | $11,039-98.0% | $430-49.6% |