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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,207 |
MMA SECURITIES LLC5 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $14,766 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,648 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,283 | $55,437-3.9% | $155,534-65.7% | $74,459-28.4% |
| Participation rate | 52.2% | 61.9%-9.6pp | 78.2%-26.0pp | 67.2%-15.0pp |
| Annual return | 12.12% | 269.58%-257.5pp | 64.92%-52.8pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $1,186 | $2,266-47.6% | $4,675-74.6% | $2,626-54.8% |
| Participant deferral / active EE | $2,358 | $2,837-16.9% | $5,630-58.1% | $4,350-45.8% |
| Admin fee / account holder | $329 | $1,742-81.1% | $15,900-97.9% | $1,945-83.1% |