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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,972 |
MMA SECURITIES LLC4 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $12,178 |
COMPASS3602 years Service code 13 118 PORTSMOUTH AVE STE A2 · STRATHAM, NH 03885 | Contract Administrator | $11,800 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,105 |
Filed as: EMPOWER ADVISORY GROUP,LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,105 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,159 | $65,437-57.0% | $86,698-67.5% | $66,949-57.9% |
| Participation rate | 83.6% | 75.5%+8.2pp | 76.6%+7.0pp | 69.8%+13.8pp |
| Annual return | -10.11% | -10.91%+0.8pp | 35.96%-46.1pp | 1.57%-11.7pp |
| Employer contribution / active EE | $350 | $2,154-83.8% | $2,837-87.7% | $2,545-86.3% |
| Participant deferral / active EE | $3,493 | $4,102-14.8% | $4,656-25.0% | $4,239-17.6% |
| Admin fee / account holder | $240 | $642-62.7% | $7,492-96.8% | $594-59.6% |