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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $323,069 |
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $48,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,697 | $50,150-26.8% | $149,723-75.5% | $80,169-54.2% |
| Participation rate | 95.0% | 64.3%+30.7pp | 78.8%+16.2pp | 72.9%+22.0pp |
| Annual return | 20.01% | 29.80%-9.8pp | 134.50%-114.5pp | 40.39%-20.4pp |
| Employer contribution / active EE | $1,471 | $1,868-21.3% | $4,821-69.5% | $2,978-50.6% |
| Participant deferral / active EE | $4,621 | $3,195+44.6% | $5,682-18.7% | $5,016-7.9% |
| Admin fee / account holder | $100 | $153-34.6% | $13,215-99.2% | $145-31.1% |