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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $148,611 |
CREATIVE PLANNING LLC3 years Service code 27 · EIN 43-1270780 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $62,459 |
Filed as: HOLTHOUSE CARLIN & VANTRIGT LLP Service code 10 1801 W OLYMPIC BLVD · PASADENA, CA 91199 | Accounting | $18,500 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,568 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,725 | $68,110-79.8% | $155,534-91.2% | $99,314-86.2% |
| Participation rate | 23.0% | 67.8%-44.8pp | 78.2%-55.2pp | 71.7%-48.7pp |
| Annual return | 17.16% | 16.16%+1.0pp | 64.92%-47.8pp | 17.67%-0.5pp |
| Employer contribution / active EE | $8 | $2,291-99.7% | $4,675-99.8% | $3,264-99.8% |
| Participant deferral / active EE | $821 | $3,865-78.8% | $5,630-85.4% | $5,346-84.6% |
| Admin fee / account holder | $103 | $94+9.7% | $15,900-99.4% | $109-5.6% |