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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC5 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $34,708 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,646 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,064 | $95,388-66.4% | $125,391-74.4% | $77,906-58.8% |
| Participation rate | 39.4% | 78.6%-39.2pp | 82.4%-42.9pp | 73.7%-34.3pp |
| Annual return | -12.60% | 116.19%-128.8pp | 572.41%-585.0pp | 12.16%-24.8pp |
| Employer contribution / active EE | $973 | $3,666-73.5% | $4,816-79.8% | $2,846-65.8% |
| Participant deferral / active EE | $2,809 | $7,711-63.6% | $7,448-62.3% | $4,805-41.5% |
| Admin fee / account holder | $89 | $119-25.4% | $10,009-99.1% | $133-33.1% |