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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $55,975 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,998 |
DESIGN BENEFITS INC2 years Filed as: DESIGN ELECTRIC INC Service code 99 4807 HEATHERWOOD RD PO BOX 1252 · ST CLOUD, MN 56302 | Other Fees | $22,522 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,320 |
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 | $123,961 | $83,843+47.8% | $123,9730% | $65,306+89.8% |
| Participation rate | 99.3% | 56.0%+43.3pp | 76.7%+22.6pp | 57.7%+41.6pp |
| Annual return | 17.75% | 19.87%-2.1pp | 388.13%-370.4pp | 21.94%-4.2pp |
| Employer contribution / active EE | $4,289 | $2,873+49.3% | $4,126+4.0% | $1,967+118.0% |
| Participant deferral / active EE | $6,449 | $2,997+115.2% | $5,247+22.9% | $2,959+117.9% |
| Admin fee / account holder | $577 | $4,735-87.8% | $11,799-95.1% | $3,480-83.4% |