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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $328,202 |
MMA SECURITIES LLC4 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $48,360 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,809 | $53,216-23.3% | $155,534-73.8% | $199,960-79.6% |
| Participation rate | 95.4% | 64.1%+31.3pp | 78.2%+17.1pp | 72.0%+23.4pp |
| Annual return | 13.71% | 41.18%-27.5pp | 64.92%-51.2pp | 34.28%-20.6pp |
| Employer contribution / active EE | $1,570 | $1,848-15.1% | $4,675-66.4% | $3,036-48.3% |
| Participant deferral / active EE | $4,696 | $3,164+48.4% | $5,630-16.6% | $5,087-7.7% |
| Admin fee / account holder | $100 | $186-46.0% | $15,900-99.4% | $269-62.8% |