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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC8 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $54,214 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,295 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,820 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,140 | $106,247-32.1% | $147,096-51.0% | $77,714-7.2% |
| Participation rate | 96.2% | 78.4%+17.8pp | 82.2%+14.0pp | 70.6%+25.6pp |
| Annual return | 18.13% | 56.87%-38.7pp | 419.75%-401.6pp | 31.26%-13.1pp |
| Employer contribution / active EE | $3,368 | $4,069-17.2% | $4,936-31.8% | $2,727+23.5% |
| Participant deferral / active EE | $8,630 | $7,996+7.9% | $8,071+6.9% | $4,649+85.6% |
| Admin fee / account holder | $230 | $338-32.0% | $13,005-98.2% | $433-46.9% |