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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $10,599 |
Service code 99 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Other Fees | $8,494 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,513 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,552 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,538 | $26,549-45.2% | $61,452-76.3% | $66,938-78.3% |
| Participation rate | 75.7% | 38.1%+37.6pp | 52.6%+23.2pp | 69.8%+5.9pp |
| Annual return | -15.79% | -16.21%+0.4pp | 338.96%-354.8pp | 1.58%-17.4pp |
| Employer contribution / active EE | $648 | $651-0.6% | $1,160-44.1% | $2,545-74.5% |
| Participant deferral / active EE | $3,134 | $1,338+134.2% | $2,125+47.5% | $4,238-26.1% |
| Admin fee / account holder | $91 | $409-77.7% | $2,131-95.7% | $594-84.6% |