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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 | $289,102 |
MMA SECURITIES LLC4+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $52,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $42,863 |
BLATT & DAUMAN LLP1 year Filed as: BLATT AND DAUMAN LLP Service code 10 350 MOTOR PARKWAY STE 308 · HAUPPAUGE, NY 11788 | Accounting | $18,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,693 | $44,898-27.2% | $85,187-61.6% | $199,960-83.7% |
| Participation rate | 43.8% | 45.7%-2.0pp | 67.5%-23.7pp | 72.0%-28.2pp |
| Annual return | 12.69% | 20.98%-8.3pp | 66.67%-54.0pp | 34.28%-21.6pp |
| Employer contribution / active EE | $1,000 | $1,367-26.9% | $2,732-63.4% | $3,036-67.1% |
| Participant deferral / active EE | $1,647 | $2,670-38.3% | $4,525-63.6% | $5,087-67.6% |
| Admin fee / account holder | $198 | $585-66.1% | $6,162-96.8% | $269-26.3% |