Filed January 29, 2018 (most recent of 3 filings on file)
Total covered: 36 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $12,504 |
MMA SECURITIES LLC3 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $5,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,189 | $58,778+53.4% | $129,295-30.2% | $77,671+16.1% |
| Participation rate | 29.2% | 59.2%-30.1pp | 69.6%-40.4pp | 70.6%-41.4pp |
| Annual return | 14.50% | 24.73%-10.2pp | 9429.28%-9414.8pp | 31.21%-16.7pp |
| Employer contribution / active EE | $476 | $1,952-75.6% | $4,157-88.5% | $2,726-82.5% |
| Participant deferral / active EE | $812 | $3,212-74.7% | $4,169-80.5% | $4,648-82.5% |
| Admin fee / account holder | $133 | $589-77.5% | $7,665-98.3% | $430-69.2% |