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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 | $6,313 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
MMLIS1 year Service code 55 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Other Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,555 | $86,897-17.7% | $151,645-52.8% | $64,824+10.4% |
| Participation rate | 90.7% | 87.3%+3.4pp | 87.5%+3.2pp | 71.5%+19.2pp |
| Annual return | -13.25% | -3.57%-9.7pp | 3.34%-16.6pp | 32.84%-46.1pp |
| Employer contribution / active EE | $4,146 | $4,010+3.4% | $6,165-32.8% | $2,507+65.4% |
| Participant deferral / active EE | $3,593 | $6,690-46.3% | $8,363-57.0% | $4,311-16.6% |
| Admin fee / account holder | $9 | $153-94.1% | $11,614-99.9% | $188-95.2% |