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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $26,303 |
Service code 27 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $25,260 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,008 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
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 | $69,510 | $89,282-22.1% | $94,664-26.6% | $74,460-6.6% |
| Participation rate | 97.2% | 82.4%+14.7pp | 80.8%+16.3pp | 70.7%+26.4pp |
| Annual return | 21.32% | 25.96%-4.6pp | 156.84%-135.5pp | 34.38%-13.1pp |
| Employer contribution / active EE | $3,940 | $3,022+30.4% | $3,673+7.3% | $2,638+49.4% |
| Participant deferral / active EE | $13,059 | $8,425+55.0% | $7,417+76.1% | $4,530+188.3% |
| Admin fee / account holder | $96 | $219-56.2% | $7,222-98.7% | $348-72.4% |