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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 | $58,643 |
MMA SECURITIES LLC5+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $44,814 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,243 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,144 | $89,123-52.7% | $102,460-58.9% | $77,762-45.8% |
| Participation rate | 95.8% | 80.9%+14.9pp | 76.5%+19.3pp | 70.6%+25.2pp |
| Annual return | 14.49% | 25.05%-10.6pp | 29.47%-15.0pp | 31.27%-16.8pp |
| Employer contribution / active EE | $3,241 | $2,700+20.0% | $3,025+7.1% | $2,728+18.8% |
| Participant deferral / active EE | $5,234 | $5,148+1.7% | $5,056+3.5% | $4,651+12.5% |
| Admin fee / account holder | $225 | $236-4.7% | $9,460-97.6% | $433-48.1% |