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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,264 |
CREATIVE PLANNING LLC4 years Service code 27 5440 W 10TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $19,122 |
Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET, STE 100 · OMAHA, NE 68130 | Contract Administrator | $13,304 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,594 | $110,483-38.8% | $145,433-53.5% | $79,634-15.1% |
| Participation rate | 95.3% | 71.1%+24.2pp | 82.1%+13.2pp | 62.5%+32.8pp |
| Annual return | 16.44% | 24.62%-8.2pp | 66.58%-50.1pp | 36.46%-20.0pp |
| Employer contribution / active EE | $2,549 | $4,053-37.1% | $4,554-44.0% | $2,529+0.8% |
| Participant deferral / active EE | $5,609 | $7,216-22.3% | $7,897-29.0% | $3,835+46.3% |
| Admin fee / account holder | $354 | $680-48.0% | $13,129-97.3% | $1,002-64.7% |