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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC4 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $71,855 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,925 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32,441 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,883 | $110,483+5.8% | $145,433-19.6% | $79,634+46.8% |
| Participation rate | 90.8% | 71.1%+19.7pp | 82.1%+8.7pp | 62.5%+28.3pp |
| Annual return | 22.38% | 24.62%-2.2pp | 66.58%-44.2pp | 36.46%-14.1pp |
| Employer contribution / active EE | $5,223 | $4,053+28.9% | $4,554+14.7% | $2,529+106.5% |
| Participant deferral / active EE | $9,567 | $7,216+32.6% | $7,897+21.1% | $3,835+149.5% |
| Admin fee / account holder | $407 | $680-40.2% | $13,129-96.9% | $1,002-59.4% |