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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $29,288 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,573 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,392 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,440 | $71,142-48.8% | $119,622-69.5% | $64,819-43.8% |
| Participation rate | 76.2% | 78.6%-2.4pp | 79.3%-3.1pp | 71.5%+4.7pp |
| Annual return | -16.04% | -10.01%-6.0pp | -14.98%-1.1pp | 32.84%-48.9pp |
| Employer contribution / active EE | $1,084 | $2,497-56.6% | $4,232-74.4% | $2,507-56.8% |
| Participant deferral / active EE | $2,434 | $4,490-45.8% | $5,601-56.5% | $4,311-43.5% |
| Admin fee / account holder | $300 | $162+84.9% | $10,328-97.1% | $188+59.6% |