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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $47,536 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,282 |
Service code 99 PO BOX 734603 · CHICAGO, IL 606734603 | Other Fees | $15,728 |
Service code 27 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $6,210 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $203 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,830 | $69,823+60.2% | $77,183+44.9% | $74,440+50.2% |
| Participation rate | 86.7% | 70.0%+16.7pp | 69.6%+17.1pp | 70.7%+16.0pp |
| Annual return | 18.09% | 19.99%-1.9pp | 37.89%-19.8pp | 34.37%-16.3pp |
| Employer contribution / active EE | $5,307 | $2,148+147.1% | $2,534+109.5% | $2,638+101.2% |
| Participant deferral / active EE | $11,929 | $3,558+235.3% | $3,833+211.3% | $4,529+163.4% |
| Admin fee / account holder | $298 | $398-25.0% | $5,475-94.6% | $348-14.3% |