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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 | $26,861 |
MMA SECURITIES LLC5+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $19,755 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,620 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,239 | $76,112-49.8% | $96,534-60.4% | $71,511-46.5% |
| Participation rate | 92.9% | 74.4%+18.5pp | 76.0%+16.9pp | 67.9%+24.9pp |
| Annual return | 20.42% | 22.81%-2.4pp | 25.88%-5.5pp | 28.86%-8.4pp |
| Employer contribution / active EE | $1,461 | $2,248-35.0% | $2,965-50.7% | $2,589-43.6% |
| Participant deferral / active EE | $4,421 | $4,217+4.8% | $4,851-8.9% | $4,291+3.0% |
| Admin fee / account holder | $175 | $2,708-93.6% | $8,253-97.9% | $1,588-89.0% |