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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 | $71,973 |
Service code 27 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $47,236 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $16,871 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,782 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,411 | $95,438-54.5% | $135,982-68.1% | $74,473-41.7% |
| Participation rate | 93.6% | 78.2%+15.4pp | 81.9%+11.7pp | 70.7%+22.9pp |
| Annual return | 23.66% | 32.61%-8.9pp | 68.32%-44.7pp | 34.36%-10.7pp |
| Employer contribution / active EE | $3,913 | $3,878+0.9% | $4,859-19.5% | $2,638+48.3% |
| Participant deferral / active EE | $13,396 | $7,790+71.9% | $7,760+72.6% | $4,530+195.7% |
| Admin fee / account holder | $290 | $259+11.9% | $10,767-97.3% | $347-16.5% |