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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Service code 27 · EIN 43-1270783 | Advisory (Plan) | $24,244 |
WHITLEY PENN LLP8 years Service code 10 · EIN 75-2393478 | Accounting | $17,004 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $4,375 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,714 | $72,137+157.4% | $142,449+30.4% | $71,457+159.9% |
| Participation rate | 97.6% | 71.7%+25.9pp | 76.8%+20.8pp | 67.9%+29.7pp |
| Annual return | 11.64% | 21.15%-9.5pp | 19.99%-8.4pp | 28.85%-17.2pp |
| Employer contribution / active EE | $6,729 | $3,793+77.4% | $4,847+38.8% | $2,588+160.1% |
| Participant deferral / active EE | $11,396 | $5,280+115.8% | $6,283+81.4% | $4,289+165.7% |
| Admin fee / account holder | $166 | $1,433-88.4% | $10,011-98.3% | $1,587-89.5% |