Filed November 19, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC3 years Service code 27 1125 NW COUCH ST STE 900 · PORTLAND, OR 97209 | Advisory (Plan) | $65,282 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,548 |
DOEREN MAYHEW4 years Filed as: DOEREN MAYHEW & CO., P.C. Service code 10 2600 N. LOOP WEST, SUITE 600 · HOUSTON, TX 77092 | Accounting | $2,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,694 | $129,021-42.9% | $184,203-60.0% | $77,643-5.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 12.67% | 33.27%-20.6pp | 28.81%-16.1pp | 31.24%-18.6pp |
| Employer contribution / active EE | $5,138 | $4,413+16.4% | $6,427-20.1% | $2,726+88.5% |
| Participant deferral / active EE | $5,014 | $7,297-31.3% | $9,131-45.1% | $4,647+7.9% |
| Admin fee / account holder | $113 | $254-55.6% | $13,901-99.2% | $430-73.8% |