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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 | $99,095 |
MMA SECURITIES LLC5 years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $38,973 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,017 |
Service code 13 3071 PEARL ROAD · MEDINA, OH 44256 | Contract Administrator | $400 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,020 | $81,948-36.5% | $90,760-42.7% | $64,819-19.7% |
| Participation rate | 95.4% | 80.5%+14.9pp | 75.7%+19.7pp | 71.5%+23.9pp |
| Annual return | -14.00% | -12.53%-1.5pp | -12.16%-1.8pp | 32.84%-46.8pp |
| Employer contribution / active EE | $1,971 | $3,067-35.7% | $2,922-32.5% | $2,507-21.4% |
| Participant deferral / active EE | $9,717 | $4,844+100.6% | $4,565+112.9% | $4,311+125.4% |
| Admin fee / account holder | $180 | $157+14.7% | $8,444-97.9% | $188-4.1% |