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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 | $60,231 |
MMA SECURITIES LLC5 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $39,146 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,884 | $65,960-15.3% | $81,882-31.7% | $77,762-28.1% |
| Participation rate | 69.2% | 65.8%+3.4pp | 72.4%-3.2pp | 70.6%-1.4pp |
| Annual return | 14.01% | 26.64%-12.6pp | 779.47%-765.5pp | 31.27%-17.3pp |
| Employer contribution / active EE | $2,696 | $2,375+13.5% | $2,916-7.5% | $2,728-1.2% |
| Participant deferral / active EE | $5,338 | $3,505+52.3% | $4,323+23.5% | $4,651+14.8% |
| Admin fee / account holder | $473 | $526-10.2% | $7,360-93.6% | $433+9.2% |