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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) | $71,297 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,062 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLANGE, CO 80111 | Investment Management | $55,751 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLD CO LLC Service code 99 | Other Fees | $4,162 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 99 | Other Fees | $59 |
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 | $77,774 | $95,417-18.5% | $135,974-42.8% | $74,460+4.5% |
| Participation rate | 83.3% | 78.2%+5.0pp | 81.9%+1.3pp | 70.7%+12.5pp |
| Annual return | 31.65% | 32.76%-1.1pp | 68.30%-36.7pp | 34.38%-2.7pp |
| Employer contribution / active EE | $2,969 | $3,878-23.4% | $4,859-38.9% | $2,638+12.6% |
| Participant deferral / active EE | $8,555 | $7,789+9.8% | $7,760+10.3% | $4,530+88.9% |
| Admin fee / account holder | $339 | $266+27.2% | $10,767-96.9% | $348-2.6% |