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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 | $68,032 |
MMA SECURITIES LLC6 years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $28,107 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $65,960-100.0% | $81,844-100.0% | $77,736-100.0% |
| Participation rate | 0.0% | 65.8%-65.8pp | 72.4%-72.4pp | 70.6%-70.6pp |
| Annual return | 14.51% | 26.64%-12.1pp | 778.87%-764.4pp | 31.26%-16.8pp |
| Employer contribution / active EE | $3,083 | $2,375+29.8% | $2,916+5.7% | $2,728+13.0% |
| Participant deferral / active EE | $4,202 | $3,505+19.9% | $4,323-2.8% | $4,651-9.6% |
| Admin fee / account holder | $0 | $526-100.0% | $7,355-100.0% | $433-100.0% |