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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 | $745,272 |
CREATIVE PLANNING LLC4 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $80,000 |
APRIO LLP3 years Service code 99 PO BOX 117310 · ATLANTA, GA 30368 | Other Fees | $57,198 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,648 | $166,271-65.9% | $100,712-43.8% | $166,271-65.9% |
| Participation rate | 49.9% | 79.1%-29.2pp | 69.3%-19.4pp | 79.1%-29.2pp |
| Annual return | 15.67% | 15.58%+0.1pp | 33.27%-17.6pp | 15.58%+0.1pp |
| Employer contribution / active EE | $903 | $4,136-78.2% | $2,313-61.0% | $4,136-78.2% |
| Participant deferral / active EE | $3,423 | $7,214-52.6% | $4,085-16.2% | $7,214-52.6% |
| Admin fee / account holder | $162 | $445-63.5% | $9,256-98.2% | $445-63.5% |