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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,934 |
Filed as: COLTON GROOME FINANCIAL ADVISORS LL Service code 27 1127B HENDERSONVILLE RD · ASHEVILLE, NC 28803 | Advisory (Plan) | $8,134 |
MUTUAL OF AMERICA SEC. CORP LLC2+ years Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $2,378 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,244 | $61,356-70.3% | $149,696-87.8% | $71,511-74.5% |
| Participation rate | 90.4% | 62.5%+27.9pp | 78.8%+11.7pp | 67.9%+22.5pp |
| Annual return | 22.42% | 35.86%-13.4pp | 134.46%-112.0pp | 28.86%-6.4pp |
| Employer contribution / active EE | $2,157 | $2,382-9.4% | $4,821-55.3% | $2,589-16.7% |
| Participant deferral / active EE | $3,043 | $2,920+4.2% | $5,682-46.4% | $4,291-29.1% |
| Admin fee / account holder | $143 | $1,263-88.7% | $13,212-98.9% | $1,588-91.0% |