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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 | $40,228 |
MMA SECURITIES LLC7 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $27,000 |
SCHECHTER DOKKEN KANTER1 year Service code 13 100 WASHINGTON AVENUE SOUTH · MINNEAPOLIS, MN 554012192 | Contract Administrator | $17,500 |
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 | $107,092 | $79,223+35.2% | $102,460+4.5% | $74,478+43.8% |
| Participation rate | 97.1% | 74.8%+22.4pp | 76.5%+20.6pp | 67.2%+29.9pp |
| Annual return | 15.89% | 54.98%-39.1pp | 29.47%-13.6pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $3,191 | $2,363+35.0% | $3,025+5.5% | $2,626+21.5% |
| Participant deferral / active EE | $11,136 | $4,417+152.1% | $5,056+120.2% | $4,350+156.0% |
| Admin fee / account holder | $331 | $2,003-83.5% | $9,460-96.5% | $1,946-83.0% |