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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 | $25,339 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $19,789 |
UHY LLP3 years Service code 13 605 WEST 47TH STREET, SUITE 301 · KANSAS CITY, MO 64112 | Contract Administrator | $5,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,388 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,772 | $50,919-49.4% | $155,556-83.4% | $77,762-66.9% |
| Participation rate | 40.0% | 63.1%-23.1pp | 78.2%-38.2pp | 70.6%-30.6pp |
| Annual return | 27.57% | 34.84%-7.3pp | 64.84%-37.3pp | 31.27%-3.7pp |
| Employer contribution / active EE | $1,000 | $1,991-49.8% | $4,675-78.6% | $2,728-63.4% |
| Participant deferral / active EE | $1,674 | $2,824-40.7% | $5,631-70.3% | $4,651-64.0% |
| Admin fee / account holder | $282 | $437-35.5% | $15,885-98.2% | $433-34.9% |