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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 | $27,963 |
CREATIVE PLANNING LLC2 years Service code 27 5440 W 10TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $15,487 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,286 |
Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET, STE 100 · OMAHA, NE 68130 | Contract Administrator | $8,715 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,075 | $95,417-47.5% | $135,974-63.2% | $74,460-32.7% |
| Participation rate | 93.5% | 78.2%+15.3pp | 81.9%+11.6pp | 70.7%+22.8pp |
| Annual return | 17.80% | 32.76%-15.0pp | 68.30%-50.5pp | 34.38%-16.6pp |
| Employer contribution / active EE | $2,413 | $3,878-37.8% | $4,859-50.3% | $2,638-8.5% |
| Participant deferral / active EE | $5,077 | $7,789-34.8% | $7,760-34.6% | $4,530+12.1% |
| Admin fee / account holder | $267 | $266+0.3% | $10,767-97.5% | $348-23.2% |