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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $34,180 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,691 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,842 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,232 | $53,165+41.5% | $86,209-12.7% | $74,440+1.1% |
| Participation rate | 31.6% | 64.9%-33.3pp | 69.0%-37.4pp | 70.7%-39.2pp |
| Annual return | 14.16% | 22.64%-8.5pp | 1169.05%-1154.9pp | 34.37%-20.2pp |
| Employer contribution / active EE | $891 | $1,210-26.4% | $2,381-62.6% | $2,638-66.2% |
| Participant deferral / active EE | $1,666 | $3,234-48.5% | $3,986-58.2% | $4,529-63.2% |
| Admin fee / account holder | $387 | $551-29.8% | $6,853-94.4% | $348+11.3% |