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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 | $71,214 |
MMA SECURITIES LLC3+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $51,900 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,225 | $129,227-70.4% | $184,260-79.3% | $77,736-50.8% |
| Participation rate | 95.8% | 87.4%+8.5pp | 86.8%+9.0pp | 70.6%+25.3pp |
| Annual return | 19.04% | 33.24%-14.2pp | 28.84%-9.8pp | 31.26%-12.2pp |
| Employer contribution / active EE | $3,224 | $4,412-26.9% | $6,427-49.8% | $2,728+18.2% |
| Participant deferral / active EE | $5,400 | $7,307-26.1% | $9,133-40.9% | $4,651+16.1% |
| Admin fee / account holder | $194 | $256-23.9% | $13,898-98.6% | $433-55.1% |