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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 | $87,118 |
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $77,987 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLANGE, CO 80111 | Investment Management | $39,353 |
Filed as: THE W.L. BURMEISTER COMPAY Service code 13 | Contract Administrator | $16,020 |
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 | $89,104 | $106,247-16.1% | $147,096-39.4% | $77,714+14.7% |
| Participation rate | 85.6% | 78.4%+7.2pp | 82.2%+3.4pp | 70.6%+15.0pp |
| Annual return | 14.74% | 56.87%-42.1pp | 419.75%-405.0pp | 31.26%-16.5pp |
| Employer contribution / active EE | $3,105 | $4,069-23.7% | $4,936-37.1% | $2,727+13.9% |
| Participant deferral / active EE | $8,837 | $7,996+10.5% | $8,071+9.5% | $4,649+90.1% |
| Admin fee / account holder | $362 | $338+7.0% | $13,005-97.2% | $433-16.5% |