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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,866 |
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $29,585 |
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 | $129,779 | $106,749+21.6% | $145,433-10.8% | $82,448+57.4% |
| Participation rate | 86.7% | 75.6%+11.0pp | 82.1%+4.5pp | 68.1%+18.6pp |
| Annual return | 16.79% | 27.59%-10.8pp | 66.58%-49.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $3,496 | $3,444+1.5% | $4,554-23.2% | $2,551+37.1% |
| Participant deferral / active EE | $11,064 | $6,519+69.7% | $7,897+40.1% | $4,139+167.3% |
| Admin fee / account holder | $472 | $8,390-94.4% | $13,129-96.4% | $7,234-93.5% |