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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $12,547 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,440 |
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 | $45,139 | $55,470-18.6% | $155,556-71.0% | $74,478-39.4% |
| Participation rate | 67.3% | 61.9%+5.4pp | 78.2%-10.9pp | 67.2%+0.1pp |
| Annual return | 16.22% | 269.80%-253.6pp | 64.84%-48.6pp | 1370.56%-1354.3pp |
| Employer contribution / active EE | $4,175 | $2,267+84.2% | $4,675-10.7% | $2,626+59.0% |
| Participant deferral / active EE | $5,340 | $2,838+88.2% | $5,631-5.2% | $4,350+22.7% |
| Admin fee / account holder | $155 | $1,744-91.1% | $15,885-99.0% | $1,946-92.0% |