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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 | $121,705 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $66,673 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,303 | $106,264-40.4% | $147,117-57.0% | $77,762-18.6% |
| Participation rate | 94.0% | 78.4%+15.6pp | 82.2%+11.8pp | 70.6%+23.4pp |
| Annual return | 18.28% | 56.94%-38.7pp | 420.54%-402.3pp | 31.27%-13.0pp |
| Employer contribution / active EE | $4,389 | $4,074+7.7% | $4,932-11.0% | $2,728+60.9% |
| Participant deferral / active EE | $14,369 | $8,003+79.5% | $8,065+78.2% | $4,651+209.0% |
| Admin fee / account holder | $384 | $334+14.8% | $12,993-97.0% | $433-11.4% |