Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 444 W 77TH ST STE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $52,057 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLANGE, CO 80111 | Investment Management | $47,774 |
THE W.L. BURMEISTER COMPANY2 years Service code 13 | Contract Administrator | $15,500 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLD CO LLC Service code 99 | Other Fees | $8,212 |
CREATIVE PLANNING LLC1 year Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $4,081 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,038 | $82,163-28.1% | $125,381-52.9% | $64,819-8.9% |
| Participation rate | 78.7% | 77.9%+0.8pp | 82.4%-3.7pp | 71.5%+7.2pp |
| Annual return | -17.11% | 3.49%-20.6pp | 572.31%-589.4pp | 32.84%-49.9pp |
| Employer contribution / active EE | $1,884 | $3,616-47.9% | $4,815-60.9% | $2,507-24.8% |
| Participant deferral / active EE | $6,806 | $7,175-5.1% | $7,448-8.6% | $4,311+57.9% |
| Admin fee / account holder | $209 | $163+28.2% | $10,007-97.9% | $188+11.4% |