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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 | $17,955 |
WR WEALTH PLANNERS LLC2 years Service code 27 200 E SOUTHAMPTON DR STE 101 · COLUMBIA, MO 65203 | Advisory (Plan) | $9,358 |
SEAVER & FORCK CPAS4 years Filed as: SEAVER & FORK CPA'S LLC Service code 10 3523 AMAZONAS DR · JEFFERSON CITY, MO 65109 | Accounting | $8,750 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,377 |
Employer 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.
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 | $17,435 | $86,655-79.9% | $119,608-85.4% | $66,930-74.0% |
| Participation rate | 81.0% | 75.6%+5.4pp | 79.3%+1.7pp | 69.8%+11.1pp |
| Annual return | -12.73% | -8.00%-4.7pp | -14.98%+2.3pp | 1.57%-14.3pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,244 | $4,358-25.6% | $5,601-42.1% | $4,238-23.5% |
| Admin fee / account holder | $265 | $755-64.9% | $10,326-97.4% | $593-55.3% |