Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $32,411 |
Service code 13 · EIN 94-2456320 PO BOX 1282 · CHICO, CA 95927 | Contract Administrator | $27,766 |
Filed as: MANN URRUTIA NELSON CPAS & ASSOC Service code 10 · EIN 20-0276349 | Accounting | $15,875 |
Filed as: PRIME CAPITAL ADVISORS L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $14,016 |
CREATIVE PLANNING LLC5 years Service code 26 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Participants) | $10,924 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,299 | $85,515+33.7% | $112,040+2.0% | $67,986+68.1% |
| Participation rate | 92.6% | 68.2%+24.4pp | 76.5%+16.1pp | 57.2%+35.4pp |
| Annual return | 12.22% | 29.68%-17.5pp | 24.52%-12.3pp | 31.67%-19.4pp |
| Employer contribution / active EE | $6,494 | $2,191+196.4% | $2,954+119.8% | $2,019+221.7% |
| Participant deferral / active EE | $1,852 | $4,014-53.9% | $5,098-63.7% | $3,358-44.8% |
| Admin fee / account holder | $455 | $3,774-87.9% | $12,098-96.2% | $3,203-85.8% |