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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $36,319 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,835 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $285 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,255 | $101,653-35.8% | $147,080-55.6% | $74,459-12.4% |
| Participation rate | 89.4% | 75.6%+13.8pp | 82.2%+7.2pp | 67.2%+22.2pp |
| Annual return | 16.36% | 8754.98%-8738.6pp | 420.17%-403.8pp | 1369.70%-1353.3pp |
| Employer contribution / active EE | $528 | $3,813-86.2% | $4,933-89.3% | $2,626-79.9% |
| Participant deferral / active EE | $7,832 | $7,304+7.2% | $8,066-2.9% | $4,350+80.1% |
| Admin fee / account holder | $241 | $1,752-86.2% | $12,989-98.1% | $1,945-87.6% |