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 | $93,198 |
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 |
Employer contribution per participant 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 | $91,130 | $107,415-15.2% | $135,998-33.0% | $80,187+13.6% |
| Participation rate | 94.2% | 78.0%+16.2pp | 81.9%+12.3pp | 72.9%+21.3pp |
| Annual return | 18.44% | 91.99%-73.6pp | 68.37%-49.9pp | 40.40%-22.0pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,860-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $8,672 | $8,189+5.9% | $7,761+11.7% | $5,016+72.9% |
| Admin fee / account holder | $54 | $127-57.7% | $10,769-99.5% | $145-63.0% |