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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 | $75,430 |
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $45,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,442 | $53,204-16.5% | $155,556-71.4% | $200,096-77.8% |
| Participation rate | 66.9% | 64.1%+2.8pp | 78.2%-11.3pp | 72.0%-5.1pp |
| Annual return | 12.46% | 41.02%-28.6pp | 64.84%-52.4pp | 34.26%-21.8pp |
| Employer contribution / active EE | $764 | $1,850-58.7% | $4,675-83.7% | $3,038-74.8% |
| Participant deferral / active EE | $3,233 | $3,163+2.2% | $5,631-42.6% | $5,090-36.5% |
| Admin fee / account holder | $54 | $186-70.8% | $15,885-99.7% | $269-79.8% |