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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC6 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $68,434 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $64,508 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $38,657 | $42,504-9.1% | $160,037-75.8% | $77,906-50.4% |
| Participation rate | 48.9% | 66.9%-18.0pp | 78.0%-29.1pp | 73.7%-24.8pp |
| Annual return | -14.86% | -12.43%-2.4pp | 408.95%-423.8pp | 12.16%-27.0pp |
| Employer contribution / active EE | $2,478 | $1,684+47.2% | $4,226-41.4% | $2,846-13.0% |
| Participant deferral / active EE | $1,230 | $3,919-68.6% | $6,184-80.1% | $4,805-74.4% |
| Admin fee / account holder | $149 | $98+53.3% | $8,716-98.3% | $133+12.8% |