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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 | $32,320 |
MMA SECURITIES LLC6+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $24,430 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,761 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,760 | $79,181-40.9% | $102,423-54.3% | $74,429-37.2% |
| Participation rate | 93.8% | 74.8%+19.0pp | 76.5%+17.3pp | 67.2%+26.6pp |
| Annual return | 21.27% | 54.97%-33.7pp | 29.42%-8.2pp | 1368.38%-1347.1pp |
| Employer contribution / active EE | $1,246 | $2,362-47.2% | $3,023-58.8% | $2,625-52.5% |
| Participant deferral / active EE | $3,938 | $4,416-10.8% | $5,054-22.1% | $4,348-9.4% |
| Admin fee / account holder | $210 | $2,002-89.5% | $9,455-97.8% | $1,944-89.2% |