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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 | $102,241 |
MMA SECURITIES LLC6 years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $39,068 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,595 |
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 | $65,616 | $84,784-22.6% | $98,461-33.4% | $74,460-11.9% |
| Participation rate | 96.5% | 81.5%+14.9pp | 75.2%+21.3pp | 70.7%+25.7pp |
| Annual return | 17.87% | 20.59%-2.7pp | 21.17%-3.3pp | 34.38%-16.5pp |
| Employer contribution / active EE | $2,270 | $3,364-32.5% | $3,049-25.5% | $2,638-13.9% |
| Participant deferral / active EE | $11,166 | $5,218+114.0% | $4,738+135.7% | $4,530+146.5% |
| Admin fee / account holder | $198 | $204-3.1% | $8,961-97.8% | $348-43.0% |