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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $169,322 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 43-1270780 | Advisory (Plan) | $45,000 |
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 | $38,544 | $50,150-23.1% | $149,723-74.3% | $80,169-51.9% |
| Participation rate | 74.2% | 64.3%+9.9pp | 78.8%-4.6pp | 72.9%+1.2pp |
| Annual return | 17.10% | 29.80%-12.7pp | 134.50%-117.4pp | 40.39%-23.3pp |
| Employer contribution / active EE | $880 | $1,868-52.9% | $4,821-81.7% | $2,978-70.5% |
| Participant deferral / active EE | $3,901 | $3,195+22.1% | $5,682-31.4% | $5,016-22.2% |
| Admin fee / account holder | $102 | $153-33.5% | $13,215-99.2% | $145-29.9% |