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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 | $9,927 |
MMA SECURITIES LLC7 years Service code 53 · EIN 22-3570392 | Insurance Commissions | $5,271 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $28,359 | $58,312-51.4% | $86,656-67.3% | $71,529-60.4% |
| Participation rate | 33.3% | 65.0%-31.7pp | 71.7%-38.4pp | 67.9%-34.6pp |
| Annual return | 11.89% | 24.08%-12.2pp | 593.09%-581.2pp | 28.97%-17.1pp |
| Employer contribution / active EE | $621 | $2,576-75.9% | $3,025-79.5% | $2,590-76.0% |
| Participant deferral / active EE | $1,204 | $3,439-65.0% | $4,439-72.9% | $4,291-71.9% |
| Admin fee / account holder | $92 | $1,057-91.3% | $5,619-98.4% | $1,588-94.2% |