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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 | $106,230-40.4% | $147,080-57.0% | $77,736-18.6% |
| Participation rate | 94.0% | 78.4%+15.6pp | 82.2%+11.8pp | 70.6%+23.4pp |
| Annual return | 18.28% | 56.91%-38.6pp | 420.17%-401.9pp | 31.26%-13.0pp |
| Employer contribution / active EE | $4,389 | $4,072+7.8% | $4,933-11.0% | $2,728+60.9% |
| Participant deferral / active EE | $14,369 | $8,001+79.6% | $8,066+78.1% | $4,651+209.0% |
| Admin fee / account holder | $384 | $338+13.4% | $12,989-97.0% | $433-11.5% |