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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 | $58,064 |
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $44,693 |
CHARLES SCHWAB & CO., INC.7 years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $1,981 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,063 | $55,457+20.9% | $76,119-11.9% | $77,736-13.7% |
| Participation rate | 93.8% | 63.6%+30.2pp | 69.1%+24.7pp | 70.6%+23.2pp |
| Annual return | 14.36% | 17.09%-2.7pp | 361.25%-346.9pp | 31.26%-16.9pp |
| Employer contribution / active EE | $2,526 | $1,792+40.9% | $2,693-6.2% | $2,728-7.4% |
| Participant deferral / active EE | $4,762 | $3,454+37.8% | $4,259+11.8% | $4,651+2.4% |
| Admin fee / account holder | $89 | $411-78.3% | $6,421-98.6% | $433-79.4% |