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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $51,503 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,598 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,465 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,778 | $79,181+77.8% | $102,423+37.4% | $74,429+89.1% |
| Participation rate | 98.6% | 74.8%+23.8pp | 76.5%+22.1pp | 67.2%+31.4pp |
| Annual return | 18.38% | 54.97%-36.6pp | 29.42%-11.0pp | 1368.38%-1350.0pp |
| Employer contribution / active EE | $4,539 | $2,362+92.2% | $3,023+50.1% | $2,625+72.9% |
| Participant deferral / active EE | $11,318 | $4,416+156.3% | $5,054+123.9% | $4,348+160.3% |
| Admin fee / account holder | $492 | $2,002-75.4% | $9,455-94.8% | $1,944-74.7% |