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| Provider | Service type | Compensation |
|---|---|---|
WJPR CPAS1 year Service code 13 5416 S. YALE AVE. · TULSA, OK 74135 | Contract Administrator | $17,091 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,802 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,425 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,707 | $76,551-45.5% | $123,894-66.3% | $62,881-33.7% |
| Participation rate | 92.9% | 73.0%+19.9pp | 81.4%+11.4pp | 69.3%+23.6pp |
| Annual return | 13.57% | 18.68%-5.1pp | 47.52%-34.0pp | 20.14%-6.6pp |
| Employer contribution / active EE | $2,380 | $2,882-17.4% | $4,617-48.5% | $2,281+4.3% |
| Participant deferral / active EE | $5,714 | $4,840+18.1% | $5,984-4.5% | $3,203+78.4% |
| Admin fee / account holder | $59 | $4,826-98.8% | $8,357-99.3% | $4,296-98.6% |