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| 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 |
MANN ASSOCIATES, INC.5 years Filed as: MANN URRUTIA NELSON CPAS & ASSOC Service code 10 · EIN 20-0276349 | Accounting | $15,875 |
PRIME CAPITAL ADVISORS L1 year 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 | $81,334+40.5% | $113,397+0.8% | $64,097+78.3% |
| Participation rate | 92.6% | 65.6%+27.0pp | 76.5%+16.1pp | 55.2%+37.4pp |
| Annual return | 12.22% | 32.50%-20.3pp | 23.20%-11.0pp | 34.64%-22.4pp |
| Employer contribution / active EE | $6,494 | $2,077+212.7% | $2,977+118.1% | $1,891+243.3% |
| Participant deferral / active EE | $1,852 | $3,795-51.2% | $5,076-63.5% | $3,080-39.9% |
| Admin fee / account holder | $455 | $4,208-89.2% | $11,957-96.2% | $3,454-86.8% |