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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 | $11,469 |
WR WEALTH PLANNERS LLC3 years Service code 99 200 E SOUTHAMPTON DR STE 101 · COLUMBIA, MO 65203 | Other Fees | $7,413 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $189 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,481 | $49,451-30.3% | $79,580-56.7% | $66,938-48.5% |
| Participation rate | 58.3% | 61.3%-3.0pp | 69.5%-11.2pp | 69.8%-11.5pp |
| Annual return | -17.09% | 84.25%-101.3pp | 0.15%-17.2pp | 1.58%-18.7pp |
| Employer contribution / active EE | $3,873 | $1,266+206.0% | $2,413+60.5% | $2,545+52.2% |
| Participant deferral / active EE | $6,068 | $3,159+92.1% | $3,985+52.3% | $4,238+43.2% |
| Admin fee / account holder | $222 | $595-62.7% | $6,835-96.8% | $594-62.6% |