Filed November 19, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC6 years Filed as: M HOLDINGS SECURITIES INC. Service code 27 | Advisory (Plan) | $37,702 |
Filed as: MASSACHUSETTS LIFE INSURANCE CO Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $21,496 |
Service code 27 · EIN 91-1802259 PO BOX 2207 · PORTLAND, OR 97208 | Advisory (Plan) | $20,456 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,916 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $51 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,894 | $86,897-31.1% | $151,645-60.5% | $64,824-7.6% |
| Participation rate | 99.3% | 87.3%+12.0pp | 87.5%+11.8pp | 71.5%+27.8pp |
| Annual return | -13.32% | -3.57%-9.8pp | 3.34%-16.7pp | 32.84%-46.2pp |
| Employer contribution / active EE | $4,369 | $4,010+8.9% | $6,165-29.1% | $2,507+74.3% |
| Participant deferral / active EE | $4,092 | $6,690-38.8% | $8,363-51.1% | $4,311-5.1% |
| Admin fee / account holder | $60 | $153-61.1% | $11,614-99.5% | $188-68.3% |