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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 | $40,498 |
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $24,895 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,625 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,552 | $78,607-51.0% | $105,624-63.5% | $74,478-48.2% |
| Participation rate | 94.8% | 72.8%+22.0pp | 75.3%+19.5pp | 67.2%+27.6pp |
| Annual return | 10.26% | 15.96%-5.7pp | 116.20%-105.9pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $2,441 | $2,523-3.3% | $3,168-22.9% | $2,626-7.1% |
| Participant deferral / active EE | $4,833 | $4,325+11.8% | $5,013-3.6% | $4,350+11.1% |
| Admin fee / account holder | $274 | $2,220-87.6% | $10,961-97.5% | $1,946-85.9% |