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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,279 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 28 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Investment Management | $33,706 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,170 | $45,043+273.4% | $85,063+97.7% | $74,400+126.0% |
| Participation rate | 95.7% | 49.4%+46.3pp | 67.5%+28.2pp | 67.2%+28.5pp |
| Annual return | 18.61% | 26.26%-7.6pp | 66.54%-47.9pp | 1367.51%-1348.9pp |
| Employer contribution / active EE | $11,731 | $1,458+704.8% | $2,727+330.1% | $2,624+347.0% |
| Participant deferral / active EE | $16,379 | $2,733+499.3% | $4,523+262.1% | $4,348+276.7% |
| Admin fee / account holder | $293 | $2,210-86.7% | $6,155-95.2% | $1,944-84.9% |