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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 | $10,409 |
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $1,471 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,401 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,238 | $47,766-82.8% | $82,706-90.0% | $64,814-87.3% |
| Participation rate | 30.4% | 67.7%-37.2pp | 72.6%-42.1pp | 71.5%-41.0pp |
| Annual return | -18.54% | -13.06%-5.5pp | 701.76%-720.3pp | 32.84%-51.4pp |
| Employer contribution / active EE | $607 | $2,182-72.2% | $3,007-79.8% | $2,507-75.8% |
| Participant deferral / active EE | $1,441 | $3,332-56.8% | $4,394-67.2% | $4,310-66.6% |
| Admin fee / account holder | $112 | $143-21.9% | $5,329-97.9% | $188-40.6% |