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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,724 |
WR WEALTH PLANNERS LLC5 years Service code 27 200 E SOUTHAMPTON DR STE 101 · COLUMBIA, MO 65203 | Advisory (Plan) | $13,540 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,239 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,180 | $59,456-49.2% | $93,669-67.8% | $74,429-59.5% |
| Participation rate | 83.4% | 59.6%+23.8pp | 68.7%+14.7pp | 67.2%+16.2pp |
| Annual return | 10.28% | 82.00%-71.7pp | 133.59%-123.3pp | 1368.38%-1358.1pp |
| Employer contribution / active EE | $2,382 | $1,266+88.2% | $2,424-1.7% | $2,625-9.2% |
| Participant deferral / active EE | $3,913 | $3,052+28.2% | $4,416-11.4% | $4,348-10.0% |
| Admin fee / account holder | $220 | $3,026-92.7% | $8,291-97.3% | $1,944-88.7% |