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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 | $21,426 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $7,156 |
REILLY, PENNER & BENTON LLP4 years Filed as: REILLY FINANCIAL ADVISORS LLC Service code 99 7777 ALVARADO RD STE 116 · LA MESA, CA 91942 | Other Fees | $2,785 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,287 | $29,507-85.5% | $56,025-92.3% | $77,762-94.5% |
| Participation rate | 82.9% | 32.7%+50.2pp | 52.5%+30.4pp | 70.6%+12.3pp |
| Annual return | 12.27% | 18.90%-6.6pp | 1712.69%-1700.4pp | 31.27%-19.0pp |
| Employer contribution / active EE | $0 | $570-100.0% | $1,042-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $980 | $1,062-7.7% | $1,955-49.9% | $4,651-78.9% |
| Admin fee / account holder | $63 | $1,041-93.9% | $2,828-97.8% | $433-85.4% |