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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 | $29,766 |
MMA SECURITIES LLC3+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $25,763 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,471 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,048 | $72,303-58.4% | $86,698-65.3% | $64,819-53.6% |
| Participation rate | 84.3% | 80.4%+3.8pp | 76.6%+7.7pp | 71.5%+12.8pp |
| Annual return | -16.04% | 392.77%-408.8pp | 35.95%-52.0pp | 32.84%-48.9pp |
| Employer contribution / active EE | $2,053 | $2,393-14.2% | $2,837-27.6% | $2,507-18.1% |
| Participant deferral / active EE | $4,370 | $4,660-6.2% | $4,656-6.2% | $4,311+1.4% |
| Admin fee / account holder | $230 | $174+32.1% | $7,493-96.9% | $188+22.4% |