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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $126,686 |
MMA SECURITIES LLC7 years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $39,241 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31,741 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 PO BOX 7398 · MADISON, WI 537077398 | Accounting | $18,375 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,631 | $92,076+48.4% | $105,608+29.4% | $77,714+75.8% |
| Participation rate | 72.3% | 81.0%-8.7pp | 75.3%-3.0pp | 70.6%+1.7pp |
| Annual return | 13.84% | 17.84%-4.0pp | 116.50%-102.7pp | 31.26%-17.4pp |
| Employer contribution / active EE | $1,992 | $3,370-40.9% | $3,167-37.1% | $2,727-27.0% |
| Participant deferral / active EE | $10,821 | $5,390+100.8% | $5,010+116.0% | $4,649+132.7% |
| Admin fee / account holder | $498 | $219+127.5% | $11,028-95.5% | $433+15.0% |