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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $126,335 |
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $56,230 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,687 | $50,902-55.4% | $155,534-85.4% | $77,736-70.8% |
| Participation rate | 91.1% | 63.1%+28.0pp | 78.2%+12.8pp | 70.6%+20.5pp |
| Annual return | 21.17% | 34.85%-13.7pp | 64.92%-43.7pp | 31.26%-10.1pp |
| Employer contribution / active EE | $2,015 | $1,991+1.2% | $4,675-56.9% | $2,728-26.1% |
| Participant deferral / active EE | $4,997 | $2,824+76.9% | $5,630-11.3% | $4,651+7.4% |
| Admin fee / account holder | $156 | $437-64.4% | $15,900-99.0% | $433-64.1% |