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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 | $35,853 |
CREATIVE PLANNING LLC2 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $23,149 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,067 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,939 | $71,523-63.7% | $98,461-73.7% | $71,511-63.7% |
| Participation rate | 95.2% | 72.7%+22.5pp | 75.2%+20.1pp | 67.9%+27.3pp |
| Annual return | 12.90% | 32.43%-19.5pp | 21.17%-8.3pp | 28.86%-16.0pp |
| Employer contribution / active EE | $2,318 | $2,399-3.4% | $3,049-24.0% | $2,589-10.5% |
| Participant deferral / active EE | $4,053 | $4,109-1.4% | $4,738-14.5% | $4,291-5.5% |
| Admin fee / account holder | $187 | $1,676-88.9% | $8,961-97.9% | $1,588-88.3% |