Filed January 29, 2018 (most recent of 3 filings on file)
Total covered: 36 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $58,911+53.1% | $129,384-30.3% | $77,736+16.0% |
| Participation rate | 29.2% | 59.4%-30.2pp | 69.6%-40.4pp | 70.6%-41.4pp |
| Annual return | 14.50% | 24.75%-10.2pp | 9461.77%-9447.3pp | 31.26%-16.8pp |
| Employer contribution / active EE | $476 | $1,955-75.6% | $4,153-88.5% | $2,728-82.5% |
| Participant deferral / active EE | $812 | $3,220-74.8% | $4,166-80.5% | $4,651-82.5% |
| Admin fee / account holder | $133 | $592-77.6% | $7,686-98.3% | $433-69.4% |