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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,809 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $36,330 |
MOSS ADAMS LLP1 year Service code 10 P.O. BOX 101822 · PASADENA, CA 91189 | Accounting | $12,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,303 | $64,176+70.3% | $112,249-2.6% | $66,938+63.3% |
| Participation rate | 97.5% | 68.4%+29.0pp | 75.1%+22.4pp | 69.8%+27.7pp |
| Annual return | -17.27% | -13.80%-3.5pp | 27.48%-44.8pp | 1.58%-18.9pp |
| Employer contribution / active EE | $6,824 | $3,007+127.0% | $3,636+87.7% | $2,545+168.1% |
| Participant deferral / active EE | $6,362 | $3,694+72.3% | $4,729+34.5% | $4,238+50.1% |
| Admin fee / account holder | $740 | $626+18.3% | $6,412-88.5% | $594+24.7% |