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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 | $26,126 |
CREATIVE PLANNING LLC2 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $20,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,099 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,020 | $86,949-31.0% | $102,460-41.4% | $80,959-25.9% |
| Participation rate | 94.7% | 72.4%+22.3pp | 76.5%+18.2pp | 67.7%+27.0pp |
| Annual return | 13.07% | 18.89%-5.8pp | 29.47%-16.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $2,777 | $2,370+17.2% | $3,025-8.2% | $2,757+0.7% |
| Participant deferral / active EE | $6,495 | $4,121+57.6% | $5,056+28.5% | $4,300+51.0% |
| Admin fee / account holder | $329 | $8,048-95.9% | $9,460-96.5% | $6,925-95.2% |