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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 | $106,264-16.1% | $147,117-39.4% | $77,762+14.6% |
| Participation rate | 85.6% | 78.4%+7.1pp | 82.2%+3.4pp | 70.6%+15.0pp |
| Annual return | 14.74% | 56.94%-42.2pp | 420.54%-405.8pp | 31.27%-16.5pp |
| Employer contribution / active EE | $3,105 | $4,074-23.8% | $4,932-37.0% | $2,728+13.8% |
| Participant deferral / active EE | $8,837 | $8,003+10.4% | $8,065+9.6% | $4,651+90.0% |
| Admin fee / account holder | $362 | $334+8.3% | $12,993-97.2% | $433-16.4% |