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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 | $66,009-15.3% | $81,780-31.7% | $77,692-28.1% |
| Participation rate | 69.2% | 65.8%+3.4pp | 72.4%-3.2pp | 70.6%-1.4pp |
| Annual return | 14.01% | 26.66%-12.7pp | 776.27%-762.3pp | 31.25%-17.2pp |
| Employer contribution / active EE | $2,696 | $2,374+13.6% | $2,914-7.5% | $2,726-1.1% |
| Participant deferral / active EE | $5,338 | $3,510+52.1% | $4,321+23.5% | $4,648+14.8% |
| Admin fee / account holder | $473 | $527-10.3% | $7,384-93.6% | $431+9.8% |