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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 50 · EIN 80-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $282,884 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING HOLDCO LLC Service code 50 · EIN 80-4519624 5454 110TH ST · OVERLAND PARK, KS 66211 | Direct Payment | $156,250 |
BACHELER & COMPANY PC1+ years Filed as: BACHELER AND COMPANY, P.C. Service code 50 · EIN 23-2978066 400 SOUTH KINGS HIGHWAY · CHERRY HILL, NJ 08034 | Direct Payment | $115,750 |
NIXON PEABODY LLP1+ years Service code 29 · EIN 16-0764720 PO BOX 28012 · NEW YORK, NY 10087 | Legal | $56,184 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 · EIN 80-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,483 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,888 | $53,254+384.3% | $155,574+65.8% | $199,921+29.0% |
| Participation rate | 98.6% | 64.1%+34.5pp | 78.2%+20.4pp | 72.0%+26.6pp |
| Annual return | 15.57% | 41.18%-25.6pp | 64.87%-49.3pp | 34.28%-18.7pp |
| Employer contribution / active EE | $9,724 | $1,848+426.3% | $4,676+108.0% | $3,035+220.3% |
| Participant deferral / active EE | $17,939 | $3,165+466.8% | $5,629+218.7% | $5,089+252.5% |
| Admin fee / account holder | $82 | $186-55.6% | $15,914-99.5% | $269-69.4% |