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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $133,636 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $128,525 |
MMA SECURITIES LLC8 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $90,337 |
Service code 15 3071 PEARL ROAD · MEDINA, OH 44256 | Recordkeeping | $600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,538 | $132,191+24.5% | $115,768+42.1% | $103,975+58.2% |
| Participation rate | 98.8% | 86.7%+12.1pp | 74.4%+24.4pp | 72.5%+26.3pp |
| Annual return | 15.73% | 15.87%-0.1pp | 100.46%-84.7pp | 19.41%-3.7pp |
| Employer contribution / active EE | $3,752 | $4,751-21.0% | $2,940+27.6% | $3,722+0.8% |
| Participant deferral / active EE | $8,492 | $7,122+19.2% | $4,917+72.7% | $5,343+58.9% |
| Admin fee / account holder | $227 | $118+92.8% | $12,439-98.2% | $332-31.7% |