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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 | $17,392 |
WR WEALTH PLANNERS LLC4 years Service code 99 200 E SOUTHAMPTON DR STE 101 · COLUMBIA, MO 65203 | Other Fees | $10,127 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $667 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,359 | $54,717-51.8% | $86,209-69.4% | $71,495-63.1% |
| Participation rate | 85.6% | 60.1%+25.5pp | 69.0%+16.7pp | 67.9%+17.7pp |
| Annual return | 19.90% | 20.07%-0.2pp | 1169.05%-1149.2pp | 28.85%-9.0pp |
| Employer contribution / active EE | $3,078 | $1,267+142.9% | $2,381+29.2% | $2,589+18.9% |
| Participant deferral / active EE | $4,713 | $3,110+51.5% | $3,986+18.2% | $4,291+9.8% |
| Admin fee / account holder | $169 | $1,922-91.2% | $6,853-97.5% | $1,588-89.4% |