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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: ASSURED PARTNERS CAPITAL INC Service code 27 200 COLONIAL CENTER PARKWAY · LAKE MARY, FL 32746 | Advisory (Plan) | $16,354 |
Service code 13 8040 EXCELSIOR DRIVE · MADISON, WI 53717 | Contract Administrator | $14,063 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,793 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,438 | $49,693-85.0% | $70,544-89.5% | $74,460-90.0% |
| Participation rate | 58.8% | 64.7%-5.9pp | 68.4%-9.6pp | 70.7%-11.9pp |
| Annual return | 29.32% | 21.22%+8.1pp | 32.79%-3.5pp | 34.38%-5.1pp |
| Employer contribution / active EE | $1,716 | $1,773-3.2% | $2,976-42.3% | $2,638-34.9% |
| Participant deferral / active EE | $128 | $3,376-96.2% | $4,568-97.2% | $4,530-97.2% |
| Admin fee / account holder | $96 | $316-69.6% | $6,427-98.5% | $348-72.4% |