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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,684 |
CREATIVE PLANNING LLC2 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $14,724 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,043 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $90,473 | $89,093+1.5% | $102,434-11.7% | $77,736+16.4% |
| Participation rate | 53.1% | 80.9%-27.8pp | 76.5%-23.4pp | 70.6%-17.4pp |
| Annual return | 13.45% | 25.03%-11.6pp | 29.46%-16.0pp | 31.26%-17.8pp |
| Employer contribution / active EE | $1,010 | $2,699-62.6% | $3,023-66.6% | $2,728-63.0% |
| Participant deferral / active EE | $2,414 | $5,147-53.1% | $5,055-52.2% | $4,651-48.1% |
| Admin fee / account holder | $290 | $236+22.9% | $9,462-96.9% | $433-33.1% |