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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $93,266 |
CREATIVE PLANNING LLC3 years Service code 27 · EIN 43-1270780 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $55,000 |
LUTZ & COMPANY, PC1 year Filed as: LUTZ & COMPANY PC Service code 99 13616 CALIFORNIA ST STE 300 · OMAHA, NE 68154 | Other Fees | $21,300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,010 | $89,435+48.7% | $164,975-19.4% | $77,714+71.2% |
| Participation rate | 97.1% | 78.6%+18.5pp | 78.6%+18.5pp | 70.6%+26.5pp |
| Annual return | 13.27% | 28.82%-15.6pp | 70.12%-56.9pp | 31.26%-18.0pp |
| Employer contribution / active EE | $5,787 | $2,563+125.8% | $4,343+33.3% | $2,727+112.2% |
| Participant deferral / active EE | $8,812 | $4,901+79.8% | $6,033+46.0% | $4,649+89.5% |
| Admin fee / account holder | $221 | $340-34.9% | $12,688-98.3% | $433-49.0% |