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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 | $34,250 |
MMA SECURITIES LLC6 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $26,975 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,692 | $76,112+29.7% | $96,534+2.2% | $71,511+38.0% |
| Participation rate | 96.4% | 74.4%+22.0pp | 76.0%+20.4pp | 67.9%+28.5pp |
| Annual return | 15.41% | 22.81%-7.4pp | 25.88%-10.5pp | 28.86%-13.4pp |
| Employer contribution / active EE | $3,519 | $2,248+56.5% | $2,965+18.7% | $2,589+35.9% |
| Participant deferral / active EE | $10,874 | $4,217+157.9% | $4,851+124.2% | $4,291+153.4% |
| Admin fee / account holder | $250 | $2,708-90.8% | $8,253-97.0% | $1,588-84.3% |