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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 | $29,880 |
MMA SECURITIES LLC3 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $24,943 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,967 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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).
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 | $24,040 | $82,163-70.7% | $125,381-80.8% | $64,819-62.9% |
| Participation rate | 90.9% | 77.9%+13.0pp | 82.4%+8.6pp | 71.5%+19.5pp |
| Annual return | 22.99% | 3.49%+19.5pp | 572.31%-549.3pp | 32.84%-9.9pp |
| Employer contribution / active EE | $5 | $3,616-99.8% | $4,815-99.9% | $2,507-99.8% |
| Participant deferral / active EE | $11,107 | $7,175+54.8% | $7,448+49.1% | $4,311+157.6% |
| Admin fee / account holder | $124 | $163-24.1% | $10,007-98.8% | $188-34.0% |