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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,359 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $19,291 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 333 JOHN CARLYLE ST STE 500 · ALEXANDRIA, VA 22314 | Accounting | $17,300 |
Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $5,041 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,560 | $58,911-39.6% | $129,384-72.5% | $77,736-54.3% |
| Participation rate | 55.5% | 59.4%-3.9pp | 69.6%-14.2pp | 70.6%-15.1pp |
| Annual return | 17.85% | 24.75%-6.9pp | 9461.77%-9443.9pp | 31.26%-13.4pp |
| Employer contribution / active EE | $1,007 | $1,955-48.5% | $4,153-75.8% | $2,728-63.1% |
| Participant deferral / active EE | $3,416 | $3,220+6.1% | $4,166-18.0% | $4,651-26.5% |
| Admin fee / account holder | $266 | $592-55.0% | $7,686-96.5% | $433-38.6% |