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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 | $39,089 |
MMA SECURITIES LLC3+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $21,568 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,622 | $41,040-52.2% | $85,187-77.0% | $99,314-80.2% |
| Participation rate | 4.0% | 34.4%-30.4pp | 67.5%-63.5pp | 71.7%-67.7pp |
| Annual return | 15.10% | 17.44%-2.3pp | 66.67%-51.6pp | 17.67%-2.6pp |
| Employer contribution / active EE | $25 | $1,106-97.7% | $2,732-99.1% | $3,264-99.2% |
| Participant deferral / active EE | $159 | $2,193-92.8% | $4,525-96.5% | $5,346-97.0% |
| Admin fee / account holder | $223 | $177+26.0% | $6,162-96.4% | $109+104.3% |