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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $29,939 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $26,533 |
Service code 10 4227 CANAL STREET · NEW ORLEANS, LA 70119 | Accounting | $13,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,453 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,937 | $29,359+19.0% | $56,033-37.7% | - |
| Participation rate | 86.3% | 38.0%+48.3pp | 52.5%+33.9pp | - |
| Annual return | 13.04% | 15.65%-2.6pp | 1711.38%-1698.3pp | - |
| Employer contribution / active EE | $539 | $424+27.1% | $1,041-48.2% | - |
| Participant deferral / active EE | $1,822 | $855+112.9% | $1,954-6.8% | - |
| Admin fee / account holder | $258 | $1,790-85.6% | $2,827-90.9% | - |