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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 | $165,866 |
CREATIVE PLANNING LLC4 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $72,579 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,097 |
Filed as: HOLTHOUSE CARLIN & VANTRIGT LLP Service code 10 11444 W OLYMPIC BLVD FL 11 · LOS ANGELES, CA 90064 | Accounting | $8,950 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Filed as: SMITH GAMBRELL & RUSSELL LLP Service code 27 PO BOX 930930 · ATLANTA, GA 311930930 | Advisory (Plan) | $0 |
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.
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 | $16,627 | $118,972-86.0% | $150,298-88.9% | $118,972-86.0% |
| Participation rate | 25.4% | 78.0%-52.6pp | 77.8%-52.4pp | 78.0%-52.6pp |
| Annual return | 22.08% | 15.19%+6.9pp | 62.79%-40.7pp | 15.19%+6.9pp |
| Employer contribution / active EE | $87 | $3,776-97.7% | $4,154-97.9% | $3,776-97.7% |
| Participant deferral / active EE | $1,130 | $6,017-81.2% | $5,453-79.3% | $6,017-81.2% |
| Admin fee / account holder | $90 | $127-29.0% | $14,116-99.4% | $127-29.0% |