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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPAMY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,403 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $13,000 |
BLUE CHIP RETIREMENT PLANS, INC.10+ years Service code 13 6737 WEST WASHINGTON ST. · MILWAUKEE, WI 53214 | Contract Administrator | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $107,910 | $845,484-87.2% | $178,540-39.6% | - |
| Participation rate | 54.5% | 64.0%-9.4pp | 77.1%-22.6pp | - |
| Annual return | 15.41% | 8.37%+7.0pp | 27.15%-11.7pp | - |
| Employer contribution / active EE | $2,443 | $2,463-0.8% | $3,953-38.2% | - |
| Participant deferral / active EE | $6,576 | $5,196+26.6% | $6,281+4.7% | - |
| Admin fee / account holder | $488 | $34,598-98.6% | $10,424-95.3% | - |