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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 | $49,579 |
MMA SECURITIES LLC5 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $26,970 |
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 | $91,944 | $65,437+40.5% | $86,698+6.1% | $66,949+37.3% |
| Participation rate | 96.4% | 75.5%+21.0pp | 76.6%+19.8pp | 69.8%+26.6pp |
| Annual return | -15.02% | -10.91%-4.1pp | 35.96%-51.0pp | 1.57%-16.6pp |
| Employer contribution / active EE | $2,628 | $2,154+22.0% | $2,837-7.4% | $2,545+3.3% |
| Participant deferral / active EE | $10,532 | $4,102+156.8% | $4,656+126.2% | $4,239+148.4% |
| Admin fee / account holder | $312 | $642-51.3% | $7,492-95.8% | $594-47.4% |