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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 | $23,666 |
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $18,839 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,161 |
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 | $22,594 | $55,437-59.2% | $155,534-85.5% | $74,459-69.7% |
| Participation rate | 89.3% | 61.9%+27.4pp | 78.2%+11.0pp | 67.2%+22.0pp |
| Annual return | 16.30% | 269.58%-253.3pp | 64.92%-48.6pp | 1369.70%-1353.4pp |
| Employer contribution / active EE | $3,689 | $2,266+62.8% | $4,675-21.1% | $2,626+40.5% |
| Participant deferral / active EE | $5,831 | $2,837+105.5% | $5,630+3.6% | $4,350+34.0% |
| Admin fee / account holder | $231 | $1,742-86.7% | $15,900-98.5% | $1,945-88.1% |