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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 | $27,336 |
CREATIVE PLANNING LLC1 year Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $23,229 |
LOCKTON INVESTMENT ADVISORS, LLC5+ years Service code 27 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $17,109 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,532 |
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 | $58,752 | $84,482-30.5% | $125,363-53.1% | $66,930-12.2% |
| Participation rate | 94.1% | 76.4%+17.7pp | 82.4%+11.7pp | 69.8%+24.3pp |
| Annual return | -11.46% | -8.49%-3.0pp | 572.15%-583.6pp | 1.57%-13.0pp |
| Employer contribution / active EE | $4,917 | $3,553+38.4% | $4,815+2.1% | $2,545+93.2% |
| Participant deferral / active EE | $8,747 | $6,782+29.0% | $7,447+17.5% | $4,238+106.4% |
| Admin fee / account holder | $286 | $685-58.3% | $10,005-97.1% | $593-51.8% |