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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 | $22,220 |
DEFINITI LLC5 years Service code 13 2201 TIMBERLOCH PL STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $17,476 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $14,817 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $11,755 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,303 |
Filed as: RUZOMBERKA HOLLAND RENK SMITH INC Service code 10 1606 CARMODY CT. · SEWICKLEY, PA 15143 | Accounting | $500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,905 | $50,919-33.4% | $155,556-78.2% | $77,762-56.4% |
| Participation rate | 94.4% | 63.1%+31.3pp | 78.2%+16.1pp | 70.6%+23.8pp |
| Annual return | 14.77% | 34.84%-20.1pp | 64.84%-50.1pp | 31.27%-16.5pp |
| Employer contribution / active EE | $1,291 | $1,991-35.2% | $4,675-72.4% | $2,728-52.7% |
| Participant deferral / active EE | $2,478 | $2,824-12.3% | $5,631-56.0% | $4,651-46.7% |
| Admin fee / account holder | $325 | $437-25.6% | $15,885-98.0% | $433-25.0% |