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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 | $78,562-50.9% | $105,608-63.5% | $74,429-48.2% |
| Participation rate | 94.8% | 72.8%+22.0pp | 75.3%+19.5pp | 67.2%+27.6pp |
| Annual return | 10.26% | 15.94%-5.7pp | 116.50%-106.2pp | 1368.38%-1358.1pp |
| Employer contribution / active EE | $2,441 | $2,521-3.2% | $3,167-22.9% | $2,625-7.0% |
| Participant deferral / active EE | $4,833 | $4,321+11.8% | $5,010-3.5% | $4,348+11.2% |
| Admin fee / account holder | $274 | $2,217-87.6% | $11,028-97.5% | $1,944-85.9% |