Filed November 11, 1998
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $31,559 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Float reve... | $11,951 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $5,000 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,480 | $128,603+109.5% | $197,124+36.7% | $67,986+296.4% |
| Participation rate | 99.5% | 81.7%+17.8pp | 86.7%+12.8pp | 57.2%+42.3pp |
| Annual return | 14.14% | 23.77%-9.6pp | 44.34%-30.2pp | 31.67%-17.5pp |
| Employer contribution / active EE | $7,171 | $4,379+63.7% | $6,227+15.1% | $2,019+255.2% |
| Participant deferral / active EE | $8,823 | $6,840+29.0% | $9,135-3.4% | $3,358+162.7% |
| Admin fee / account holder | $144 | $3,035-95.3% | $16,298-99.1% | $3,203-95.5% |