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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 | $80,674+53.7% | $119,126+4.1% | $64,340+92.7% |
| Participation rate | 99.3% | 55.2%+44.1pp | 75.8%+23.5pp | 55.2%+44.0pp |
| Annual return | 17.75% | 26.86%-9.1pp | 282.11%-264.4pp | 24.14%-6.4pp |
| Employer contribution / active EE | $4,289 | $2,564+67.3% | $4,034+6.3% | $1,862+130.4% |
| Participant deferral / active EE | $6,449 | $3,053+111.2% | $5,318+21.3% | $2,980+116.4% |
| Admin fee / account holder | $577 | $4,559-87.4% | $10,693-94.6% | $3,703-84.4% |