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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 | $9,328 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 55 | Other Commissions | $6,189 |
MMA SECURITIES LLC8 years Service code 55 · EIN 22-3570392 | Other Commissions | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,291 | $60,454-54.9% | $81,844-66.7% | $74,459-63.3% |
| Participation rate | 34.5% | 63.0%-28.5pp | 72.4%-37.9pp | 67.2%-32.8pp |
| Annual return | 9.99% | 16.87%-6.9pp | 778.87%-768.9pp | 1369.70%-1359.7pp |
| Employer contribution / active EE | $695 | $2,630-73.6% | $2,916-76.2% | $2,626-73.5% |
| Participant deferral / active EE | $1,387 | $3,398-59.2% | $4,323-67.9% | $4,350-68.1% |
| Admin fee / account holder | $73 | $1,490-95.1% | $7,355-99.0% | $1,945-96.2% |