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| Provider | Service type | Compensation |
|---|---|---|
MMLIS2 years Service code 55 1295 STATE ST · SPRINGFIELD, MA 011110001 | Other Commissions | $14,238 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,322 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,271 | $50,919-3.2% | $155,556-68.3% | $77,762-36.6% |
| Participation rate | 41.7% | 63.1%-21.4pp | 78.2%-36.5pp | 70.6%-28.9pp |
| Annual return | 8.84% | 34.84%-26.0pp | 64.84%-56.0pp | 31.27%-22.4pp |
| Employer contribution / active EE | $662 | $1,991-66.8% | $4,675-85.8% | $2,728-75.7% |
| Participant deferral / active EE | $1,325 | $2,824-53.1% | $5,631-76.5% | $4,651-71.5% |
| Admin fee / account holder | $17 | $437-96.0% | $15,885-99.9% | $433-96.0% |