Filed August 31, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $149,682 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLD CO LLC Service code 99 DBA CREATIVE PLANNING · OVERLAND PARK, KS 66211 | Other Fees | $14,375 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $117,070 | $107,415+9.0% | $135,998-13.9% | $80,187+46.0% |
| Participation rate | 99.5% | 78.0%+21.5pp | 81.9%+17.6pp | 72.9%+26.6pp |
| Annual return | 17.24% | 91.99%-74.8pp | 68.37%-51.1pp | 40.40%-23.2pp |
| Employer contribution / active EE | $13,345 | $3,878+244.1% | $4,860+174.6% | $2,980+347.9% |
| Participant deferral / active EE | $0 | $8,189-100.0% | $7,761-100.0% | $5,016-100.0% |
| Admin fee / account holder | $83 | $127-34.5% | $10,769-99.2% | $145-42.7% |