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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 | $114,967 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $93,750 |
PENSION ASSURANCE LLP9+ years Service code 99 20335 VENTURA BLVD STE 305 · WOODLAND HILLS, CA 91364 | Other Fees | $12,750 |
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 | $60,713 | $52,188+16.3% | $86,656-29.9% | $74,473-18.5% |
| Participation rate | 95.1% | 66.3%+28.7pp | 71.7%+23.4pp | 70.7%+24.3pp |
| Annual return | 14.20% | 44.46%-30.3pp | 593.09%-578.9pp | 34.36%-20.2pp |
| Employer contribution / active EE | $1,470 | $2,282-35.6% | $3,025-51.4% | $2,638-44.3% |
| Participant deferral / active EE | $4,292 | $3,383+26.9% | $4,439-3.3% | $4,530-5.3% |
| Admin fee / account holder | $199 | $319-37.5% | $5,619-96.5% | $347-42.6% |