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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $69,103 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $31,944 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,292 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,839 | $241,850-86.4% | $102,437-67.9% | $200,096-83.6% |
| Participation rate | 96.0% | 78.3%+17.7pp | 74.5%+21.5pp | 72.0%+24.0pp |
| Annual return | 10.05% | 17.67%-7.6pp | 24.95%-14.9pp | 34.26%-24.2pp |
| Employer contribution / active EE | $1,256 | $4,253-70.5% | $3,871-67.6% | $3,038-58.7% |
| Participant deferral / active EE | $4,763 | $3,961+20.3% | $5,060-5.9% | $5,090-6.4% |
| Admin fee / account holder | $70 | $288-75.7% | $8,388-99.2% | $269-74.0% |