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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,149 |
MMA SECURITIES LLC4 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $20,050 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,267 |
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 | $121,589 | $106,264+14.4% | $147,117-17.4% | $77,762+56.4% |
| Participation rate | 94.3% | 78.4%+15.9pp | 82.2%+12.2pp | 70.6%+23.7pp |
| Annual return | 18.46% | 56.94%-38.5pp | 420.54%-402.1pp | 31.27%-12.8pp |
| Employer contribution / active EE | $4,513 | $4,074+10.8% | $4,932-8.5% | $2,728+65.4% |
| Participant deferral / active EE | $12,536 | $8,003+56.6% | $8,065+55.4% | $4,651+169.5% |
| Admin fee / account holder | $90 | $334-73.2% | $12,993-99.3% | $433-79.3% |