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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,524 |
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $32,947 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,557 | $83,369+23.0% | $105,223-2.5% | $67,986+50.9% |
| Participation rate | 54.3% | 56.3%-2.0pp | 75.0%-20.8pp | 57.2%-2.9pp |
| Annual return | 11.66% | 24.64%-13.0pp | 180.65%-169.0pp | 31.67%-20.0pp |
| Employer contribution / active EE | $1,517 | $2,541-40.3% | $3,689-58.9% | $2,019-24.9% |
| Participant deferral / active EE | $4,234 | $3,295+28.5% | $5,072-16.5% | $3,358+26.1% |
| Admin fee / account holder | $486 | $4,073-88.1% | $8,859-94.5% | $3,203-84.8% |