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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 | $65,946-100.0% | $81,783-100.0% | $77,671-100.0% |
| Participation rate | 0.0% | 65.8%-65.8pp | 72.4%-72.4pp | 70.6%-70.6pp |
| Annual return | 14.51% | 26.65%-12.1pp | 775.05%-760.5pp | 31.21%-16.7pp |
| Employer contribution / active EE | $3,083 | $2,371+30.0% | $2,913+5.9% | $2,726+13.1% |
| Participant deferral / active EE | $4,202 | $3,507+19.8% | $4,320-2.7% | $4,648-9.6% |
| Admin fee / account holder | $0 | $527-100.0% | $7,380-100.0% | $430-100.0% |