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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 | $53,204+384.7% | $155,556+65.8% | $200,096+28.9% |
| Participation rate | 98.6% | 64.1%+34.5pp | 78.2%+20.4pp | 72.0%+26.6pp |
| Annual return | 15.57% | 41.02%-25.4pp | 64.84%-49.3pp | 34.26%-18.7pp |
| Employer contribution / active EE | $9,724 | $1,850+425.6% | $4,675+108.0% | $3,038+220.1% |
| Participant deferral / active EE | $17,939 | $3,163+467.1% | $5,631+218.6% | $5,090+252.5% |
| Admin fee / account holder | $82 | $186-55.7% | $15,885-99.5% | $269-69.4% |