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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $119,701 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $109,442 |
MMA SECURITIES LLC7 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $99,903 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $600 |
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 | $141,128 | $112,582+25.4% | $105,607+33.6% | $199,960-29.4% |
| Participation rate | 98.7% | 86.3%+12.5pp | 75.3%+23.5pp | 72.0%+26.7pp |
| Annual return | 14.96% | 15.58%-0.6pp | 116.11%-101.1pp | 34.28%-19.3pp |
| Employer contribution / active EE | $3,425 | $4,580-25.2% | $3,167+8.2% | $3,036+12.8% |
| Participant deferral / active EE | $7,740 | $6,655+16.3% | $5,011+54.5% | $5,087+52.2% |
| Admin fee / account holder | $211 | $107+97.3% | $10,958-98.1% | $269-21.6% |