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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 | $77,797 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $7,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,755 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,196 | $36,489-74.8% | $80,648-88.6% | $103,590-91.1% |
| Participation rate | 9.9% | 39.1%-29.2pp | 67.0%-57.2pp | 73.3%-63.5pp |
| Annual return | 27.99% | 64.53%-36.5pp | 937.21%-909.2pp | 33.13%-5.1pp |
| Employer contribution / active EE | $69 | $1,018-93.2% | $2,724-97.5% | $3,213-97.9% |
| Participant deferral / active EE | $158 | $2,389-93.4% | $4,443-96.5% | $5,214-97.0% |
| Admin fee / account holder | $86 | $479-82.0% | $5,382-98.4% | $114-24.6% |