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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 | $92,121+120.4% | $105,591+92.3% | $77,692+161.3% |
| Participation rate | 98.7% | 81.0%+17.7pp | 75.3%+23.4pp | 70.6%+28.1pp |
| Annual return | 15.30% | 17.84%-2.5pp | 116.43%-101.1pp | 31.25%-16.0pp |
| Employer contribution / active EE | $8,297 | $3,370+146.2% | $3,166+162.1% | $2,726+204.4% |
| Participant deferral / active EE | $14,526 | $5,388+169.6% | $5,008+190.0% | $4,648+212.5% |
| Admin fee / account holder | $427 | $219+94.6% | $11,024-96.1% | $431-0.9% |