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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,363 |
MMA SECURITIES LLC3 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $20,222 |
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA SERVICES INC Service code 13 5350 SEVENTY SEVEN CENTER DR STE 20 · CHARLOTTE, NC 28217 | Contract Administrator | $12,054 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,690 | $29,507+105.7% | $56,025+8.3% | $77,762-22.0% |
| Participation rate | 27.0% | 32.7%-5.7pp | 52.5%-25.5pp | 70.6%-43.6pp |
| Annual return | 16.82% | 18.90%-2.1pp | 1712.69%-1695.9pp | 31.27%-14.5pp |
| Employer contribution / active EE | $283 | $570-50.3% | $1,042-72.8% | $2,728-89.6% |
| Participant deferral / active EE | $1,383 | $1,062+30.2% | $1,955-29.3% | $4,651-70.3% |
| Admin fee / account holder | $423 | $1,041-59.3% | $2,828-85.0% | $433-2.2% |