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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $61,171 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,074 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,202 |
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 | $101,293 | $106,230-4.6% | $147,080-31.1% | $77,736+30.3% |
| Participation rate | 95.8% | 78.4%+17.4pp | 82.2%+13.6pp | 70.6%+25.2pp |
| Annual return | 18.65% | 56.91%-38.3pp | 420.17%-401.5pp | 31.26%-12.6pp |
| Employer contribution / active EE | $5,741 | $4,072+41.0% | $4,933+16.4% | $2,728+110.5% |
| Participant deferral / active EE | $10,905 | $8,001+36.3% | $8,066+35.2% | $4,651+134.5% |
| Admin fee / account holder | $425 | $338+25.6% | $12,989-96.7% | $433-1.9% |