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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $29,734 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,995 |
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 | $65,008 | $59,456+9.3% | $93,669-30.6% | $74,429-12.7% |
| Participation rate | 93.6% | 59.6%+34.0pp | 68.7%+24.9pp | 67.2%+26.4pp |
| Annual return | 13.16% | 82.00%-68.8pp | 133.59%-120.4pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $781 | $1,266-38.3% | $2,424-67.8% | $2,625-70.2% |
| Participant deferral / active EE | $7,727 | $3,052+153.2% | $4,416+75.0% | $4,348+77.7% |
| Admin fee / account holder | $350 | $3,026-88.4% | $8,291-95.8% | $1,944-82.0% |