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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 | $79,181+35.2% | $102,423+4.6% | $74,429+43.9% |
| Participation rate | 97.1% | 74.8%+22.4pp | 76.5%+20.6pp | 67.2%+29.9pp |
| Annual return | 15.89% | 54.97%-39.1pp | 29.42%-13.5pp | 1368.38%-1352.5pp |
| Employer contribution / active EE | $3,191 | $2,362+35.1% | $3,023+5.5% | $2,625+21.6% |
| Participant deferral / active EE | $11,136 | $4,416+152.2% | $5,054+120.3% | $4,348+156.1% |
| Admin fee / account holder | $331 | $2,002-83.4% | $9,455-96.5% | $1,944-83.0% |