Filed June 5, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,879 |
CREATIVE PLANNING LLC4 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $45,000 |
CLIFTONLARSONALLEN LLP2 years Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $13,755 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,991 | $56,102+26.5% | $101,794-30.3% | $102,872-31.0% |
| Participation rate | 31.1% | 70.4%-39.3pp | 69.2%-38.1pp | 73.0%-41.9pp |
| Annual return | 17.24% | 14.06%+3.2pp | 30.53%-13.3pp | 19.06%-1.8pp |
| Employer contribution / active EE | $634 | $1,380-54.1% | $2,289-72.3% | $3,526-82.0% |
| Participant deferral / active EE | $1,347 | $2,801-51.9% | $4,084-67.0% | $5,535-75.7% |
| Admin fee / account holder | $213 | $262-18.8% | $8,777-97.6% | $292-27.2% |