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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $24,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,099 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,050 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,489 | $95,438+2.1% | $135,982-28.3% | $74,473+30.9% |
| Participation rate | 85.9% | 78.2%+7.7pp | 81.9%+4.0pp | 70.7%+15.2pp |
| Annual return | 80.80% | 32.61%+48.2pp | 68.32%+12.5pp | 34.36%+46.4pp |
| Employer contribution / active EE | $1,752 | $3,878-54.8% | $4,859-63.9% | $2,638-33.6% |
| Participant deferral / active EE | $5,085 | $7,790-34.7% | $7,760-34.5% | $4,530+12.3% |
| Admin fee / account holder | $40 | $259-84.5% | $10,767-99.6% | $347-88.5% |