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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $20,438 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,305 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,426 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,971 | $73,102-38.5% | $123,552-63.6% | $56,287-20.1% |
| Participation rate | 85.2% | 74.3%+10.9pp | 82.3%+2.9pp | 69.9%+15.3pp |
| Annual return | 82.17% | 3.01%+79.2pp | 119.20%-37.0pp | -9.96%+92.1pp |
| Employer contribution / active EE | $2,648 | $2,977-11.0% | $4,628-42.8% | $2,111+25.4% |
| Participant deferral / active EE | $5,838 | $5,423+7.7% | $6,426-9.2% | $3,350+74.3% |
| Admin fee / account holder | $153 | $554-72.3% | $9,285-98.3% | $521-70.6% |