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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $39,425 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $18,939 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,737 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,020 |
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.)
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 | $27,786 | $46,464-40.2% | $150,298-81.5% | $79,634-65.1% |
| Participation rate | 40.5% | 57.0%-16.4pp | 77.8%-37.3pp | 62.5%-22.0pp |
| Annual return | 15.17% | 27.89%-12.7pp | 62.79%-47.6pp | 36.46%-21.3pp |
| Employer contribution / active EE | $1,026 | $1,512-32.1% | $4,154-75.3% | $2,529-59.4% |
| Participant deferral / active EE | $1,547 | $2,157-28.3% | $5,453-71.6% | $3,835-59.7% |
| Admin fee / account holder | $305 | $891-65.8% | $14,116-97.8% | $1,002-69.6% |