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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 | $93,644 |
MMA SECURITIES LLC5 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $85,419 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $80,102 |
JGD & ASSOCIATES LLP1 year Service code 10 5355 MIRA SORRENTO PL. · SAN DIEGO, CA 921213825 | Accounting | $6,798 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,096 | $136,266-22.1% | $90,756+16.9% | $77,906+36.2% |
| Participation rate | 98.9% | 86.6%+12.2pp | 75.7%+23.2pp | 73.7%+25.2pp |
| Annual return | -16.22% | -11.32%-4.9pp | -12.16%-4.1pp | 12.16%-28.4pp |
| Employer contribution / active EE | $3,278 | $4,215-22.2% | $2,922+12.2% | $2,846+15.1% |
| Participant deferral / active EE | $7,011 | $6,353+10.4% | $4,565+53.6% | $4,805+45.9% |
| Admin fee / account holder | $170 | $399-57.4% | $8,445-98.0% | $133+28.2% |