Filed October 13, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC7 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $87,317 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,917 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,475 | $50,815+50.5% | $155,509-50.8% | $77,643-1.5% |
| Participation rate | 79.3% | 63.1%+16.2pp | 78.2%+1.1pp | 70.6%+8.7pp |
| Annual return | 15.10% | 34.80%-19.7pp | 64.67%-49.6pp | 31.24%-16.1pp |
| Employer contribution / active EE | $2,759 | $1,993+38.5% | $4,672-40.9% | $2,726+1.2% |
| Participant deferral / active EE | $5,849 | $2,822+107.3% | $5,626+4.0% | $4,647+25.9% |
| Admin fee / account holder | $194 | $437-55.6% | $15,912-98.8% | $430-54.9% |