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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $190,234 |
MMA SECURITIES LLC9+ years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $95,929 |
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 | $203,038 | $92,186+120.2% | $105,624+92.2% | $77,762+161.1% |
| Participation rate | 98.7% | 81.0%+17.6pp | 75.3%+23.4pp | 70.6%+28.1pp |
| Annual return | 15.30% | 17.83%-2.5pp | 116.20%-100.9pp | 31.27%-16.0pp |
| Employer contribution / active EE | $8,297 | $3,376+145.8% | $3,168+161.9% | $2,728+204.1% |
| Participant deferral / active EE | $14,526 | $5,395+169.2% | $5,013+189.8% | $4,651+212.3% |
| Admin fee / account holder | $427 | $219+94.7% | $10,961-96.1% | $433-1.5% |