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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,743 |
MMA SECURITIES LLC9 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $6,318 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,826 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC Service code 13 | Contract Administrator | $2,106 |
ASCENSUS LLC5 years Filed as: ASCENSUS HOLDINGS Service code 13 101 W BROADWY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $1,842 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $165,584-100.0% | $142,942-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 80.1%-80.1pp | 76.8%-76.8pp | 80.0%-80.0pp |
| Annual return | -98.36% | 164.22%-262.6pp | 113.70%-212.1pp | 220.34%-318.7pp |
| Employer contribution / active EE | $0 | $4,725-100.0% | $4,139-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $8,194-100.0% | $7,128-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $16,167-100.0% | $12,475-100.0% | $12,270-100.0% |