Filed August 4, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3 years Service code 27 | Advisory (Plan) | $25,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 | Investment Management | $20,839 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 | Recordkeeping Fees | $7,661 |
DEFINITI LLC2 years Service code 13 | Contract Administrator | $3,061 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,273 | $72,303+2.7% | $86,691-14.3% | $64,814+14.6% |
| Participation rate | 98.0% | 80.4%+17.6pp | 76.6%+21.4pp | 71.5%+26.5pp |
| Annual return | -13.78% | 392.77%-406.5pp | 35.94%-49.7pp | 32.84%-46.6pp |
| Employer contribution / active EE | $3,042 | $2,393+27.1% | $2,837+7.2% | $2,507+21.4% |
| Participant deferral / active EE | $7,250 | $4,660+55.6% | $4,656+55.7% | $4,310+68.2% |
| Admin fee / account holder | $260 | $174+49.2% | $7,492-96.5% | $188+38.2% |