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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 | $122,915 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $78,125 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,757 | $65,960-1.8% | $81,882-20.9% | $77,762-16.7% |
| Participation rate | 94.4% | 65.8%+28.6pp | 72.4%+22.0pp | 70.6%+23.8pp |
| Annual return | 11.04% | 26.64%-15.6pp | 779.47%-768.4pp | 31.27%-20.2pp |
| Employer contribution / active EE | $1,542 | $2,375-35.1% | $2,916-47.1% | $2,728-43.5% |
| Participant deferral / active EE | $4,564 | $3,505+30.2% | $4,323+5.6% | $4,651-1.9% |
| Admin fee / account holder | $173 | $526-67.2% | $7,360-97.7% | $433-60.1% |