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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 | $38,486 |
CREATIVE PLANNING LLC2 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $29,232 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $68,948 | $93,010-25.9% | $96,520-28.6% | $74,440-7.4% |
| Participation rate | 50.0% | 71.6%-21.6pp | 74.3%-24.3pp | 70.7%-20.7pp |
| Annual return | 17.36% | 37.50%-20.1pp | 35.72%-18.4pp | 34.37%-17.0pp |
| Employer contribution / active EE | $899 | $3,427-73.8% | $3,739-75.9% | $2,638-65.9% |
| Participant deferral / active EE | $3,235 | $3,971-18.5% | $4,879-33.7% | $4,529-28.6% |
| Admin fee / account holder | $287 | $633-54.7% | $6,733-95.7% | $348-17.5% |